Financial Advisor

Evershore Financial Group; Boca Raton (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Evershore Financial Group is seeking entrepreneurial, client‑facing financial professionals to join our team across Palm Beach Gardens, Boca Raton, and Orlando/Maitland. We offer open architecture with no proprietary product sales requirements and a culture that supports growing your own practice and legacy.

Our advisors have access to dedicated support staff, multiple competitive products and services, and extensive onboarding with training from seasoned practitioners.

Qualifications

• FINRA licenses (Series 7, 66) and CFP designation are required or highly valued.
• Entrepreneurial mindset with client-facing certainty and ability to build long-term relationships.

Responsibilities

• Support the growth of advisor practices with onboarding and comprehensive training from practitioners.
• Engage with clients to develop bespoke wealth management solutions and build equity in your career.
• Collaborate with dedicated support staff, mentors, and cross-functional teams to service clients effectively.

Education

FINRA Series 7

FINRA Series 66

CFP designation

Job description

• …tired of working for “big box financial”?
• …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?
• …confident in your background, experience, and acumen working with individuals and businesses to reach common goals?
• …exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy?
• …wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged?

If you answered “YES” to any of the above, we may be the ideal home for you!

Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty.

Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland.

At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don’t hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience.

What does this mean for you?

• We specialize in practice growth and the ability to help advisors become more sophisticated in their practice.
• Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book’ experience.
• You will receive unmatched mentoring relationships, joint work, support, and collaboration.
• We start with the end in mind and practice what we preach, so our advisors have access to succession planning tools and a guided future.
• …the desire to be and think like a business owner – matching work ethic, growth ambition, and capability to execute business initiatives?
• …the ability and willingness to cultivate long‑term client relationships?
• …the goal of building equity in your career, opposed to growing a corporate bottom line?
• …a combination of confidence, competitiveness, humility, and willingness to learn from others?
• …the strong commitment to success – for you, the team, and most importantly – your clients?
• …or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner?

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com.