Associate Financial Advisor for Growth & Client Impact

Guided Financial Advisors; Orlando (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive base

Upfront commission

Quarterly bonus

Job summary

Guided Financial Advisors is a dynamic financial planning and wealth management firm dedicated to aligning client values with their goals. This Associate Financial Advisor role focuses on marketing, detailed financial planning, and strong client relationship building in a fast-paced environment.

The position emphasizes collaboration, integrity, and adaptability, with compensation including base pay, upfront commissions, and quarterly bonuses.

Qualifications

• Bachelor's degree in finance or business or 5+ years in finance or related field.
• Must obtain or hold FINRA licenses (Series 6/7, 65/66, SIE) and Florida 2-14 or 2-15.
• Preferred but not required: 1+ years in financial services or sales.
• Basic knowledge of investments and current market conditions.
• Background check and legal work authorization in the United States.

Responsibilities

• Marketing: Conduct and manage marketing efforts to new and existing clients.
• Case Work: Build, strategize, implement, and service detailed financial plans.
• Administrative Tasks: Send client emails, manage CRM, paperwork.
• Client Meetings: Observe and assist meetings, build client relationships.

Skills

Coachable

Time Management

Organization Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM and Computer Skills

Accurately Forecast and Achieve Goals

Interpersonal Skills

Networking

Education

Bachelor's degree in finance / business related field

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

Job description

Guided Financial Advisors is a dynamic financial planning and wealth management firm dedicated to aligning client values with their goals. This Associate Financial Advisor role focuses on marketing, detailed financial planning, and strong client relationship building in a fast-paced environment.

The position emphasizes collaboration, integrity, and adaptability, with compensation including base pay, upfront commissions, and quarterly bonuses.