About this opportunity
First Financial Group lists this Financial Advisor – Sports & Wealth Management opportunity in city of wilkes barre, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor – Sports & Wealth Management
Make sure to apply with all the requested information, as laid out in the job overview below.
First Financial Group / Bull Harbor Capital is expanding our financial advisory team and developing a growing initiative focused on the business of youth and amateur sports.
We are looking for a Financial Advisor who wants to build a practice with the resources of an established financial services organization while also having the opportunity to participate in a developing sports-focused market.
Our work in the sports industry goes beyond traditional individual financial planning. We are building relationships with sports clubs, organizations, coaches, executives and other professionals to address areas including retirement plans, employee benefits, financial wellness, wealth management and individual financial planning.
For the right advisor, this creates an opportunity to build a traditional financial advisory practice while developing a specialty within an industry that has historically been underserved by comprehensive financial services.
Previous experience as an athlete, coach, administrator or within the sports industry is valuable, but not required.
Responsibilities
Build and manage relationships with individuals, families, business owners and organizations
Develop comprehensive financial strategies based on each client's goals, needs and financial circumstances
Provide guidance across investments, retirement planning, risk management and wealth accumulation
Identify and develop new client relationships through networking, referrals and strategic market development
Work collaboratively with specialists and other professionals to provide comprehensive client solutions
Participate, where appropriate, in the continued development of our sports-focused financial services initiative
Maintain appropriate FINRA, regulatory and firm compliance standards
What We're Looking For
Current or previous experience in financial services, wealth management, banking, retirement services, insurance or a related field
Strong relationship-building and communication skills
Entrepreneurial mindset and interest in developing a long-term advisory practice
Series 7, Series 6, Series 65, Series 66 or other relevant securities licensing preferred
Life and Health licensing preferred
Existing Financial Advisors and experienced financial professionals are encouraged to apply
Experience or relationships within youth, collegiate or professional sports are a plus
Former athletes and coaches interested in combining their financial-services career with the sports industry are strongly encouraged to apply
Why This Opportunity Is Different
This is not simply a traditional Financial Advisor opening with “sports” added to the title.
We are actively developing relationships and financial solutions within the sports industry while continuing to expand a broader wealth management and advisory business.
An advisor joining our team can build across both worlds: developing their own client relationships and practice while potentially participating in a growing sports-focused platform. xzgxqkn
For someone with a background in both financial services and athletics, this can provide an opportunity to bring those two parts of their career together.
Worksite address
city of wilkes barre, PA, 18702, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.