Financial Advisor

Elevate Financial Planning and Wealth Management; Saint Petersburg (FL); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player in financial planning seeks a dedicated Financial Advisor to join their dynamic team. This full-time hybrid role allows for a blend of in-office and remote work, catering to your lifestyle while you help clients achieve their financial aspirations. You will deliver personalized investment solutions and collaborate closely with clients to navigate their financial journeys. If you are passionate about finance and eager to make a meaningful impact, this opportunity is perfect for you. Join a supportive environment where your growth is prioritized and your contributions are valued.

Qualifications

• Bachelor's degree in Finance or related field preferred.
• Strong knowledge of financial planning and investment business.

Responsibilities

• Provide financial planning support to clients.
• Prepare financial plans and check their accuracy.
• Offer strategic advice on various financial products.

Skills

Financial Planning

Wealth Management

Retirement Planning

Investment Knowledge

Communication Skills

Interpersonal Skills

Education

Bachelor's Degree in Finance

Related Field

Job description

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Elevate Financial Planning and Wealth Management is a comprehensive financial planning firm based in St. Petersburg, 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.

This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning services, including wealth management, retirement planning, investments, and financial planning. The role will be based in St. Petersburg, FL but some remote work is acceptable.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Personal Financial Advisors assess the financial needs of individuals and help them with decisions on investments such as stocks, bonds, tax laws, and insurance.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Support clients with short-term and long-term financial goals
• Offer strategic advice on various financial products and develop personalized financial plans

Qualifications

• Bachelor's degree in Finance or related field preferred
• Strong knowledge of financial planning, finance, and retirement planning
• Strong understanding of the investment business
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Are you ready to pursue your financial advising career? Do you want to rapidly develop in your career and be apart of a team that has the best interest in YOU? If yes, then this is an ideal opportunity for you. Apply today and we will be in touch with you shortly!

Elevate is an Equal Opportunity Employer and welcomes all to apply.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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