Associate Financial Advisor: Growth with Commission & Bonus

Guided Financial Advisors; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Guided Financial Advisors in Saint Petersburg, FL seeks an Associate Financial Advisor who shares our values of integrity and client-focused service. You will assist with creating comprehensive financial plans, manage client communications, and help grow our practice through tailored wealth strategies.

Ideal candidates bring a finance or business background, strong interpersonal skills, and the readiness to obtain required FINRA licenses.

Qualifications

• Bachelor's degree in finance or business, or 5+ years in finance or related field.
• Ability to obtain FINRA Series 6/7, Series 65/66, SIE, and Florida 2-14 or 2-15 license.
• 1+ years of financial services industry and/or sales experience preferred.
• General knowledge of investment products and market conditions.
• Successful background check and legal work authorization to work in the United States.

Responsibilities

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

Skills

Coachable

Time Mgmt

Org Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM Skills

Forecast & Goals

Interpersonal Skills

Networking

Education

Bachelor's degree in finance or business

5+ years experience in finance or related field

Tools

CRM software

Job description

Guided Financial Advisors in Saint Petersburg, FL seeks an Associate Financial Advisor who shares our values of integrity and client-focused service. You will assist with creating comprehensive financial plans, manage client communications, and help grow our practice through tailored wealth strategies.

Ideal candidates bring a finance or business background, strong interpersonal skills, and the readiness to obtain required FINRA licenses.