Financial Advisor

About This Role

This Financial Advisor role focuses on building strong client relationships within a close-knit team, serving existing households and guiding prospective clients through an estate-first planning process. The firm provides client referrals and new opportunities, making it suitable for a relationship-focused professional rather than a cold-prospecting position.

Responsibilities

• Build trusted, long-term relationships with existing clients and firm-generated prospects
• Participate in discovery, follow-up, recommendation, and implementation meetings, progressing from second chair to meeting leader
• Help clients work through the firm
• Develop and communicate clear, personalized recommendations that reflect each client
• Coordinate with internal team members, the RIA platform, custodians, insurance partners, and outside attorneys to move client plans forward
• Support ongoing service needs, including distributions, required minimum distributions, account changes, reviews, and newly identified assets
• Maintain accurate, timely client records, tasks, and follow-up activity in Redtail and the firm
• Use sound judgment and available resources to solve problems proactively while keeping the broader team informed

Requirements

• Experience handling confidential client documents
• Prior client-facing experience in a professional setting
• Intermediate to advanced computer and CRM skills
• Florida 215 Insurance License (or willing to obtain)
• Series 65 License required (or willing to obtain)

Nice to have:

• CFP designation

Benefits

• No required personal prospecting: the firm provides established relationships and new opportunities to serve
• A patient, relationship-first process that prioritizes trust and comprehensive planning over quick transactions
• Exposure to estate planning, tax strategies, retirement income, wealth management, insurance, annuities, and long-term-care planning
• Hands-on mentorship: begin in a second-chair role with senior advisors before leading meetings independently
• A supportive, values-driven team that cares deeply about clients and one another
• Uncapped incentive potential for identifying additional planning and asset opportunities within existing relationships
• A supportive, values-driven culture that feels like home
• Real opportunities for personal and professional growth
• Encouragement to bring your faith and whole self to work
• A fun, positive environment where laughter and excellence coexist
• The chance to make a lasting impact on clients' lives every single day