Entrepreneurial Wealth Advisor — Grow Your Practice

Evershore Financial Group; Orlando (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Company-sponsored long- and short-term disability coverage

Life insurance

Deferred compensation for top performers

Awards trips and conferences

Job summary

A leading financial advisory firm in Orlando seeks entrepreneurial-minded individuals for wealth management advisory roles. This position offers competitive products, customized training, and a strong mentoring culture. Candidates should be capable of building client relationships and willing to attain FINRA licenses. The firm promotes a work-life balance and a supportive environment, fostering individual growth and success in the financial advisory industry.

Qualifications

• Ability to obtain FINRA licenses.
• Willingness to think like a business owner.
• Strong commitment to success for clients and team.

Responsibilities

• Help clients grow their wealth with tailored solutions.
• Access to competitive products and comprehensive training.
• Be part of a supportive and collaborative advisor family.

Skills

Entrepreneurially minded

Client-facing experience

Ability to cultivate long-term client relationships

Confidence and competitiveness

Willingness to learn

Education

FINRA licenses (Series 7 and 66)

Certified Financial Planner designation

Job description

A leading financial advisory firm in Orlando seeks entrepreneurial-minded individuals for wealth management advisory roles. This position offers competitive products, customized training, and a strong mentoring culture. Candidates should be capable of building client relationships and willing to attain FINRA licenses. The firm promotes a work-life balance and a supportive environment, fostering individual growth and success in the financial advisory industry.