Financial Advisor

Strategic Wealth Specialists; Tallahassee (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Strategic Wealth Specialists in Tallahassee, FL seeks a Financial Advisor to help individuals and businesses protect assets, understand their financial life, and build wealth for the future. You’ll have the opportunity to impact your community, grow professionally, and tailor a practice that fits your authentic approach while leveraging technology and strong relationships.

In this role you will assess client goals, analyze financial information, and design strategy with suitable products, while

Qualifications

• Ability to understand client goals and translate into financial strategies.
• Strong interpersonal skills and client service focus.
• Entrepreneurial mindset with drive for growth.

Responsibilities

• Meet with clients to understand goals and current financial information.
• Analyze data to create strategy with appropriate products.
• Develop and maintain a base of clients who value guidance.
• Keep client plans aligned with goals over years.

Skills

Relationship building

Communication

Sales mindset

Job description

As a Financial Advisor you will work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

As a Financial Advisor, you will have the ability to make an impact in your community, have development and career growth opportunities, and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management, and customized strategies for consumers and businesses.

You are…

• A self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity, and a passion for succeeding.
• Desire to help others achieve their goals and dreams through cultivating long-term relationships.
• Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing…

• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.