Financial Advisor

NettWorth Financial Group; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

NettWorth Financial Group is seeking a Financial Advisor for a full-time, on-site role in the Miami–Fort Lauderdale area. You will meet clients to assess goals, analyze assets and retirement benefits, and craft customized financial plans.

The role includes recommending investment strategies and monitoring portfolios, with a focus on long-term client relationships. Candidates should hold a Series 7 license, have at least 2 years of experience, and possess strong communication and analytical

Qualifications

• Requires Series 7 securities license.
• Minimum 2 years of experience.
• Excellent communication and public speaking skills.
• Strong analytical, quantitative, and problem-solving abilities with attention to detail.

Responsibilities

• Meet with clients to assess financial goals and retirement needs.
• Analyze client assets and employer retirement benefits.
• Develop customized financial and retirement plans.
• Recommend investment strategies aligned with client objectives and risk tolerance.
• Monitor portfolios and conduct regular review meetings; educate clients on financial concepts.

Skills

Series 7 license

Public speaking

Analytical skills

Job description

Company Description

NettWorth Financial Group has been serving America’s workers for more than 2 decades, focusing on helping clients make informed financial and retirement decisions. The average NettWorth professional brings over 15 years of investment industry experience, supported by ongoing continuing education to stay current on financial tools and strategies. Advisors combine in-depth knowledge of employer retirement benefits with a thorough analysis of each client’s financial situation. This blend of specialization, experience, and insight enables NettWorth Financial Group to deliver meaningful value and tailored guidance to its clients.

Role Description

The Financial Advisor role at NettWorth Financial Group is a full-time, on-site position based in the Miami–Fort Lauderdale Area. The advisor will meet with clients to assess their financial goals, analyze current assets and retirement benefits, and develop customized financial and retirement plans. Day-to-day responsibilities include recommending investment strategies that align with client objectives and risk tolerance, monitoring portfolios, and conducting regular review meetings. The role also involves educating clients on financial concepts, documenting recommendations in compliance with regulatory standards, and collaborating with internal teams to ensure high-quality service. The advisor is expected to build and maintain long-term client relationships through proactive communication and follow-up.

Qualifications

• Candidates should possess a series 7 securities license.
• Candidates should have at least 2 years of experience.
• Candidates should possess good communication skills and be comfortable with public speaking.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment.