Financial Advisor/Wealth Manager

About the Role

Florida Financial Advisors offers the opportunity to build financial success by helping clients achieve their goals.

Key Responsibilities

On a daily basis, advisors will:

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each of the clients' desired goals
• Maintain strong relationships with clients, helping them track their progress over time
• Provide ongoing consultation and support

Features of this Position

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive training program covering:
• Financial planning
• Analyzing investment portfolios
• Management and portfolio recommendations
• Marketing techniques
• Consultative selling
• Client service
• Regulatory compliance
• Uncapped earning potential – advisors can make $100,000+ in their first year; compensation is results-based.
• Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).

Requirements & Tech Stack

• Associate's degree in business or an industry-related field
• Must obtain series licenses and be qualified to be approved as a Financial Advisor prior to starting
• Must be a U.S. or Permanent Resident
• Willing to work in office

Qualifications

• Energy
• Great people skills
• Strong work ethic
• Entrepreneurial spirit

Note: Compensation will be provided after completion of licenses and qualifications are met for being a Financial Advisor. Average earnings for a first-year Financial Advisor exceed $70,000, with top earners making over $100,000.