Financial Advisor

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

…looking to work at one of the “Best Companies to Work For” (Florida Trend - 8 years running)

…wanting to be part of the “Best Place to Work” (Orlando Business Journal and South Florida Business Journal 2020)

…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 in 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 to 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 that 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 that are worth devoting significant time and resources towards helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors go to take their practice to the next level. We cater to each individual and will customize a benefits & 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 that our advisors have access to succession planning tools and a guided future.

We support our family of advisors with advisors with excellent benefits, for example:

• Company-sponsored long- and short-term disability coverage & life insurance
• Non-qualified deferred compensation for top-performing advisors
• Local, national, and international awards trips & conferences

• …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?

Again, if you answered “YES” to any of the above – CLICK TO APPLY NOW! Your successful career with Evershore awaits!

Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com. 4559576 DOFU 3/2022