Financial Advisor

About This Role

This role offers the opportunity to build a successful career in financial advising by helping clients achieve their financial goals. It suits individuals with energy, strong interpersonal skills, a robust work ethic, and an entrepreneurial spirit, even without prior finance experience. The position involves identifying and meeting with clients, developing customized financial plans, and maintaining long-term relationships to support their progress.

Responsibilities

• 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

Requirements

• Ability to obtain FINRA Series licenses
• Must be a U.S. Citizen or Permanent Resident
• Must be able to commute to office location

Benefits

• Extensive training, resources, and support
• One-on-one training from seasoned leaders in the local financial planning industry
• Comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential
• Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

About the Company

Florida Financial Advisors provides comprehensive financial planning and wealth management services, specializing in the unique needs of individuals. The firm has a "Google meets Wall Street" culture, described as fun, fast-paced, and laid-back, and focuses on reinventing financial advice to provide clients with a new level of relaxation for their futures.