Financial Advisor

Florida Financial Advisors, Inc.; Sarasota (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Uncapped earnings

Comprehensive training

Leadership program

Career growth opportunities

Job summary

Florida Financial Advisors, Inc. in Sarasota, FL is seeking financial advisors. No prior finance experience is required; what we value are energy, strong people skills, a strong work ethic, and an entrepreneurial spirit.

We provide extensive training, resources, and support to help you become your best. On a daily basis, advisors identify and set appointments, meet with clients to assess financial needs, develop customized plans, and maintain relationships with ongoing consultation.

Qualifications

• No finance experience required.
• Must be a U.S. Citizen or Permanent Resident.
• Ability to obtain FINRA Series licenses.
• Must be able to commute to office location.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address clients’ goals.
• Maintain strong relationships with clients, helping them track progress over time.
• Provide ongoing consultation and support.

Skills

Energy

People skills

Work ethic

Entrepreneurial spirit

Job description

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You do not need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Florida Financial Advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

Identify and set appointments with potential clients

Meet with clients to assess their financial needs

Develop customized financial plans to address each of the clients desired goals

Maintain strong relationships with clients, helping them track their progress over time

Provide ongoing consultation and support

FFA is different from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the individual with a sole focus of providing comprehensive financial planning and wealth management services to help clients realize their dreams.

Some features of this position include:

One-on-one training from seasoned leaders in the local financial planning industry include:

A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance.

Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results & production. Performance based compensation.

Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).

Job Requirements:

Ability to obtain FINRA Series licenses

Must be a U.S. Citizen or Permanent Resident

Must be able to commute to office location