Financial Advisor

Lifetime Financial Growth, LLC; Florida; Hybrid; USD 65,000 - 110,000; Full time

Job summary

Lifetime Financial Growth in Palm Beach, FL is hiring a full-time Financial Advisor to help clients build and protect long-term wealth through tailored financial strategies. The role blends in-office and work-from-home flexibility in a dynamic advisory practice.

You will meet clients, analyze their financial data, and design comprehensive plans across retirement, investments, and wealth preservation while growing your book of business and staying current on market trends and regulations.

Qualifications

• Strong financial planning and advisory skills.
• Experience in retirement planning and wealth preservation.
• Licenses such as FINRA Series 6/7 and 63/65 or 66, or willingness to obtain them.
• Bachelor’s degree in finance, business, economics, or related field.
• Demonstrated ability to build trusting client relationships and maintain confidentiality.

Responsibilities

• Meet with clients to understand financial goals and assess their current financial situations.
• Develop comprehensive plans covering retirement, investments, insurance, and wealth preservation.
• Analyze financial data, present tailored solutions, and review plans as client needs evolve.
• Grow and manage a book of business through networking and proactive client prospecting.
• Collaborate with internal teams to ensure compliant, high-quality service.

Skills

Financial Planning

Financial Advisory

Portfolio Analysis

Retirement Planning

Networking & Business Development

Licenses (FINRA Series 6/7, 63/65 or /

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Company Description Lifetime Financial Growth is a privately owned wealth management firm focused on helping clients build and protect long-term wealth through customized financial strategies. The firm partners with clients to clarify their vision for the future, then designs tailored plans and “life maps” to support their goals and wealth potential. Lifetime Financial Growth offers access to a broad, comprehensive platform of financial products and services, enabling integrated solutions across insurance, investments, and advisory needs. The firm operates as an Agency of The Guardian Life Insurance Company of America® and offers securities products and advisory services through Park Avenue Securities LLC (PAS), providing applicants with a strong, established network and resources.

Role Description This full-time Financial Advisor role is a hybrid position based in Palm Beach, FL, with a mix of in-office and work-from-home flexibility. The Financial Advisor will meet with clients to understand their financial goals, assess current financial situations, and develop comprehensive plans covering areas such as retirement, investments, insurance, and wealth preservation. Day-to-day responsibilities include analyzing financial data, recommending appropriate products and strategies, presenting tailored solutions, and regularly reviewing and adjusting plans as clients’ needs change. The role also involves building and managing a book of business, networking and prospecting for new clients, maintaining detailed client records, and collaborating with internal teams to ensure high-quality service and compliant practices. Advisors are expected to stay current on financial markets, industry regulations, and product offerings to provide informed guidance.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, including the ability to design and implement comprehensive, client-centered strategies.
• Candidates should possess solid Finance and Investments skills, with the capability to analyze portfolios, assess risk, and propose appropriate investment solutions.
• Candidates should possess expertise in Retirement Planning, including knowledge of retirement accounts, income strategies, and long-term wealth preservation.
• Relevant professional licenses (such as FINRA Series 6/7 and 63/65 or 66) and appropriate state insurance licenses, or a willingness to obtain them within a defined timeframe.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience in financial services or advisory roles.
• Strong interpersonal, communication, and presentation skills, with the ability to build trust and long-term relationships across diverse client demographics.
• High ethical standards, sound judgment, and a commitment to regulatory compliance and client confidentiality.
• Self-motivated, goal-oriented work style, with the ability to manage time effectively in a hybrid environment and grow a client base through networking and business development.