Associate Financial Advisor — Commission & Bonus Potential

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

Job summary

Guided Financial Advisors, Orlando-based independent financial planning and wealth management firm, seeks an Associate Financial Advisor to align client values with goals and build comprehensive plans. Responsibilities span marketing, case work, admin tasks, and client meetings, with emphasis on relationship building and CRM accuracy.

Qualifications include a finance/business degree or 5+ years in finance, required FINRA licenses, and 1+ year in financial services or sales; legal work

Qualifications

• Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field.
• Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license.
• Preferred but not necessary, 1+ years of financial services industry and/or sales related experience.
• General knowledge on investment products and services as well as current market conditions.
• Successful completion of background and assessment check.
• To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.

Responsibilities

• Marketing: Effectively conduct and manage marketing efforts to new and existing clients.
• Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients.
• Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks.
• Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships.

Skills

Coachable

Time Management

Organization Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM software

Accurately Forecast and Achieve Goals

Interpersonal Skills

Networking

Education

Bachelor's degree in finance / business related field

FINRA Series 6/7, Series 65/66, SIE, and Florida 2-14 or 2-15 license

Tools

CRM software

Microsoft Excel

Job description

Guided Financial Advisors, Orlando-based independent financial planning and wealth management firm, seeks an Associate Financial Advisor to align client values with goals and build comprehensive plans. Responsibilities span marketing, case work, admin tasks, and client meetings, with emphasis on relationship building and CRM accuracy.

Qualifications include a finance/business degree or 5+ years in finance, required FINRA licenses, and 1+ year in financial services or sales; legal work