Financial Advisor

Freedom Financial Group, LLC; Sarasota (FL); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Consistent warm introductions

Support for CFP credentialing

Mentorship and branch-based training

Job summary

Freedom Financial Group, LLC is seeking a dedicated financial advisor to build meaningful relationships with credit union members in the Sarasota area and surrounding Suncoast region. You will develop tailored strategies to address retirement goals, income planning, and wealth growth, leveraging a supportive network of branch staff.

You will meet clients, analyze portfolios, and adjust plans as life circumstances change, all while delivering exceptional, personalized service in a networked,

Qualifications

• Minimum three years of experience in financial advisory, wealth management or a client-facing financial services role
• Series 7 required
• Series 65 or 66 preferred (or willingness to obtain)
• Life and health insurance license preferred
• Strong communication and listening skills with a genuine passion for helping people
• Self-motivated, coachable and driven to build a long-term practice

Responsibilities

• Meet with clients to understand their unique financial goals, personal values and retirement needs
• Develop customized financial strategies encompassing income planning, wealth growth and portfolio management
• Review client portfolios regularly to ensure strategies align with their changing life circumstances
• Build and maintain strong, lasting relationships with clients in the Sarasota and Suncoast regions
• Collaborate closely with our support team to ensure each client receives exceptional, personalized service

Skills

Financial planning

Client consultation

Communication

Education

Bachelor’s degree in finance, business, economics or related field

Job description

In this role, you will act as a true financial advocate, building meaningful relationships and creating custom strategies that empower individuals to achieve their long-term financial goals. This role is embedded within a network of credit union branch locations, where you’ll have access to consistent warm introductions from branch staff, established branch training resources and a steady flow of credit union members who are actively seeking financial guidance.

Key Responsibilities

• Meet with clients to understand their unique financial goals, personal values and retirement needs
• Develop customized financial strategies encompassing income planning, wealth growth and portfolio management
• Review client portfolios regularly to ensure strategies align with their changing life circumstances
• Build and maintain strong, lasting relationships with clients in the Sarasota and Suncoast regions
• Collaborate closely with our support team to ensure each client receives exceptional, personalized service

Qualifications

• Minimum three years of experience in financial advisory, wealth management or a client-facing financial services role — we will consider motivated, high-character candidates whose track record speaks for itself
• Series 7 required
• Series 65 or 66 preferred (or willingness to obtain)
• Life and health insurance license preferred
• Bachelor’s degree in finance, business, economics or a related field preferred
• Strong communication and listening skills with a genuine passion for helping people
• Self-motivated, coachable and driven to build a long-term practice

Opportunities & Benefits

• Highly competitive compensation structure
• Access to a consistent flow of warm introductions through our established credit union partner network
• Support for professional designation credentialing (CFP®, CLU® and others)
• Collaborative team environment with experienced mentorship
• Flexibility to build your practice across multiple branch locations in your territory