Financial Service Professional

The Financial Service Professional role at Sunrise Financial Network is an onsite position in Sunrise, FL focused on delivering comprehensive financial solutions. The position supports clients with tailored planning, portfolio management, and informed guidance across securities, insurance, and retirement planning.

Role Overview

In this position, you will develop individualized financial plans by evaluating each client’s overall planning needs, tax context, and investment objectives. You will also provide advisory support covering securities, insurance, and retirement planning, while managing client portfolios through structured asset management and cash management approaches.

Key Responsibilities

• Design tailored financial plans by assessing clients’ holistic planning needs, tax situations, and investment objectives
• Deliver expert guidance on securities, insurance, and retirement planning to support clients in pursuing their financial goals
• Manage client portfolios using asset management strategies, cash management solutions, and investment advisory services
• Perform detailed financial analysis with advanced software tools to assess market trends and identify opportunities across investments, insurance, and retirement planning
• Explain complex financial concepts clearly to clients to strengthen trust and understanding during every interaction
• Stay current on industry knowledge, including financial markets, products, and regulatory changes, to inform advice and recommendations
• Build and maintain strong client relationships through personalized service, regular reviews, and proactive communication

Required Qualifications

• Proven experience working in the financial services industry
• Strong background in investments, insurance, and retirement planning
• Knowledge of financial sales techniques and experience managing client relationships
• Familiarity with FINRA (Financial Industry Regulatory Authority) standards and licensing requirements
• Ability to be coached and trained on new systems and programs
• Exceptional communication skills with an emphasis on relationship management and customer service excellence

Compensation

USD 80,000 - 100,000 per year