Financial Advisor

Abacus Capital Advisors, LLC; Plantation (FL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Abacus Capital Advisors, LLC is seeking a full-time Financial Advisor in Plantation, FL. You will meet with clients, assess their financial goals, and develop comprehensive plans covering investments, retirement, and wealth strategy.

The role involves monitoring client portfolios, providing ongoing advice, and collaborating with the investment team to implement customized solutions. You will nurture long-term client relationships, respond to inquiries, and ensure recommendations comply with

Qualifications

• Proven ability to develop comprehensive strategies for investments, retirement, and wealth planning.
• Strong analytical and interpersonal skills for client consultations and portfolio reviews.
• Experience delivering ongoing advisory services with regulatory compliance.

Responsibilities

• Meet with clients to assess financial goals and current situation.
• Develop comprehensive plans covering investments, retirement, and wealth strategy.
• Monitor portfolios and provide ongoing advice, adjusting strategies as markets move.

Skills

Financial Planning

Retirement Planning

Investment Analysis

Advisory Experience

Communication

Regulatory Compliance

Education

Bachelors in Finance

CFP or CFA (beneficial)

Tools

Financial Planning Software

Portfolio Management Tools

Job description

Company Description

Abacus Capital Advisors is a wealth management boutique focused on building customized client portfolios. The firm emphasizes active portfolio management delivered by an experienced investment team. Clients receive tailored strategies designed to align with their individual goals, risk tolerance, and time horizons. Abacus Capital Advisors offers a collaborative environment where advisors work closely with the investment team to deliver personalized, high-quality service.

Role Description

This is a full-time Financial Advisor role based in Plantation, FL with a hybrid work arrangement that allows some work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and develop comprehensive plans covering investments, retirement, and overall wealth strategy. Day-to-day responsibilities include monitoring client portfolios, providing ongoing advice, and adjusting strategies based on market conditions and client needs. The role also involves preparing and presenting financial reports, maintaining accurate documentation, and collaborating with the investment team to implement customized solutions. The Financial Advisor will nurture long-term client relationships, respond to inquiries, and ensure that all recommendations align with regulatory requirements and firm standards.

Qualifications

Able to bring clients - existing book / relationship with HNW clients.

• Strong skills in Financial Planning and Retirement Planning to create comprehensive, goal-oriented client strategies.
• Solid understanding of Finance and Investments to analyze portfolios, markets, and risk profiles.
• Experience providing Financial Advisory services, including client consultation, strategy development, and ongoing guidance.
• Relevant education such as a bachelor’s degree in finance, economics, business, or a related field.
• Professional certifications such as CFP®, CFA®, or similar credentials are highly beneficial.
• Excellent analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly.
• Proficiency in financial planning software, portfolio management tools, and standard office applications.
• Demonstrated ethical judgment, attention to detail, and commitment to regulatory compliance and client confidentiality.