Associate Financial Advisor — Client-Focused Wealth Planning

Guided Financial Advisors; Orlando (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Guided Financial Advisors is an independent, full-service financial planning and wealth management firm based in Orlando, FL. We seek an Associate Financial Advisor who shares our values and can help manage client relationships and develop personalized plans.

You will support marketing efforts, build comprehensive financial plans, handle administrative tasks, and participate in client meetings to foster growth and trusted partnerships in a collaborative team environment.

Qualifications

• Bachelor's degree in finance or business, or 5+ years in finance or business.
• FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license (current or able to obtain).
• Preferred 1+ years in financial services or sales.
• General knowledge of investment products and market conditions.
• Background check completed.
• Legally authorized to work in the United States without sponsorship.

Responsibilities

• Marketing: manage marketing efforts to attract new and existing clients.
• Case Work: develop and service comprehensive financial plans for clients.
• Administrative Tasks: manage emails, CRM, and paperwork.
• Client Meetings: participate in client meetings and build relationships.

Skills

Coachable

Time management

Organization

Problem solving

Communication

Presentation

Customer service

Approachable

CRM skills

Forecasting

Interpersonal skills

Networking

Education

Bachelor's degree / 5+ years experience

Job description

Guided Financial Advisors is an independent, full-service financial planning and wealth management firm based in Orlando, FL. We seek an Associate Financial Advisor who shares our values and can help manage client relationships and develop personalized plans.

You will support marketing efforts, build comprehensive financial plans, handle administrative tasks, and participate in client meetings to foster growth and trusted partnerships in a collaborative team environment.