Financial Advisor

Strategic Wealth Specialists; Tallahassee (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Strategic Wealth Specialists in Tallahassee seeks a motivated Financial Advisor to help individuals and businesses protect assets, understand their financial life, and build wealth for the future.

You will develop and maintain a client base, analyze goals and current financial information to create tailored strategies, and work with clients to keep plans aligned with their long-term objectives while expanding your practice.

Qualifications

• Self-motivated 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.

Responsibilities

• 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.

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.