Financial Advisor

Freedom Financial Group; Sarasota (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation structure

Support for professional designation credentialing

Collaborative team environment

Job summary

Freedom Financial Group in Sarasota, Florida, is looking for a financial advisor to build relationships and create custom strategies for clients. You will meet clients, develop financial strategies, and maintain portfolios to align with their goals.

This role requires a minimum of three years of experience in financial advisory and relevant licenses (Series 7 required). A collaborative environment with mentorship and competitive compensation is offered.

Qualifications

• Minimum three years of experience in financial advisory or related role.
• Strong communication and listening skills.
• Self-motivated and driven to build long-term practice.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop customized financial strategies.
• Review client portfolios to ensure alignment with goals.
• Build and maintain strong client relationships.
• Collaborate with support team for personalized service.

Skills

Financial advisory experience

Client relationship management

Communication skills

Self-motivated

Education

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

Tools

Series 7

Series 65/66

Life and health insurance license

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
• 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