Financial Advisor

Initiative Wealth Planners; Florida; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Initiative Wealth Planners in Stuart, FL, is seeking a full-time Financial Advisor in a hybrid work setting. The advisor will deliver comprehensive financial planning, wealth management, retirement planning, and investment guidance while building a personal book of business.

This entrepreneurial role operates from our Stuart office with occasional remote work. Candidates should be adept at creating tailored financial plans, delivering accurate advice, and nurturing long-term client relationships

Qualifications

• Bachelor’s degree in finance or related field.
• Robust financial and investment literacy.
• Outstanding interpersonal and communication skills.
• Ability to work independently and in a team environment.

Responsibilities

• Generate clientele growth through phone and virtual sales
• Prepare accurate financial plans to support client goals
• Cultivate lasting relationships with clients
• Provide investment advice aligned with client risk tolerance
• Support clients through economic fluctuations

Skills

Entrepreneurial mindset

Strong communication

Client relations

Team collaboration

Education

Bachelor’s degree in finance or related field

Job description

Initiative Wealth Planners is a comprehensive financial planning firm based in Stuart, FL. Our team

takes a personalized approach to understanding clients' unique financial goals and provides value

through a variety of financial services. We strive to develop long-term relationships with our clients

and work with them every step of the way towards achieving their goals.

The Financial Advisor role is full-time in a hybrid work setting. At Initiative Wealth, the Financial

Advisor is responsible for providing comprehensive financial planning services; including but

not limited to; wealth management, retirement planning, investment advising/planning, and financial

planning. The advisor role at Initiative Wealth is entrepreneurial in nature, as advisors are expected to

generate their own book of business/ client base. This role will be in person, based out of Initiative

Wealth Planner’s Stuart, FL office, but some remote work is permissible.

The ideal candidate is willing and excited to embrace the entrepreneurial and self-driven nature of

the role. They are adept in the art of financial planning; capable of creating personally tailored

financial plans, and scrupulous to ensure deliverance of accurate and ideal financial services to

clients. Advisors participate in book-building/client prospecting and assess the needs of individuals

to help them with a vast array of investment and financial decisions. IWP’s experienced advisors

constantly balance growing their business, and providing meticulous care to existing clients, ensuring

their satisfaction with our services.

Responsibilities

• Generate clientele growth through phone and virtual sales
• Prepare accurate financial plans to support client goals
• Cultivate lasting relationships with clients
• Provide investment advice to clients in accordance with their risk tolerance
• Alleviate client concerns by providing the best advice amidst economic hardship

Qualifications

• Bachelor’s degree in finance or related field (preferred)
• Robust financial and investment literacy
• Outstanding interpersonal and communication skills
• Ability to work independently and in a team environment
• Entrepreneurial spirit, self-driven, persistent, and strong morale

• Initiative Wealth Planners is an Equal Opportunity Employer and welcomes all to apply