Financial Advisor

Freedom Financial Group, LLC; Tallahassee (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Warm introductions through partner net

Mentorship and professional designa-­t

Support for CFP/CLU designation

Multiple branch locations in territory

Job summary

Freedom Financial Group, LLC in Tallahassee seeks an experienced financial advisor to build meaningful relationships and create custom strategies for long-term goals.

You’ll collaborate with credit unions, deliver personalized planning, and mentor staff across branches to sustain referrals and growth in the local market.

Qualifications

• Minimum three years of experience in financial advisory or related client-facing role.
• Active Series 7 license; Series 65/66 preferred or willing to obtain.
• Life and health license preferred; strong communication and listening skills.
• Bachelor’s degree in finance, business, economics or related field preferred.

Responsibilities

• Meet with clients to understand financial goals and retirement needs.
• Develop customized strategies for income planning, wealth growth and portfolios.
• Review portfolios regularly to adapt to life changes.
• Build lasting relationships with clients in the Tallahassee community.
• Collaborate with support teams to deliver personalized service.
• Conduct branch training to maintain referrals flow.
• Partner with credit unions to expand member-focused planning.

Skills

Series 7

Series 65/66

Life/Health License preferred

Bachelor's degree preferred

Client-facing experience

Strong 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 Tallahassee community
• Collaborate closely with our support team to ensure each client receives exceptional, personalized service
• Conduct branch training sessions with credit union staff to maintain a consistent flow of qualified referrals
• Partner with credit union branch teams to build relationships and deliver member‑focused financial planning

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