Financial Advisor – Growth & Fiduciary Wealth (FL)

One Day in July; Saint Petersburg (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

401k plan with low-cost index funds

Paid vacation

Generous commission structure

Modern office amenities

Job summary

One Day in July in St. Petersburg, FL is seeking a motivated Financial Advisor to join their growing team. The ideal candidate will help onboard new clients, analyze asset allocations, and manage existing client relationships. This role offers ample growth opportunities and requires strong communication skills and a passion for the investment industry.

Candidates must hold a Series 65 license and have at least 2 years of experience. One Day in July offers a commission structure that rewards client growth and a collaborative working environment.

Qualifications

• 2+ years of experience as a financial advisor working with clients.
• Ability to develop trust and manage long-term relationships.
• High standard for client service and documentation.

Responsibilities

• Work directly with new and existing clients.
• Analyze client asset allocations to reduce taxes.
• Utilize proprietary software for account management.

Skills

Excellent communication skills

Client relationship management

Analytical skills

Interest in finance and investing

Proactive problem-solving

Education

Series 65 or equivalent set of licenses

Tools

CRM software

Spreadsheet software

Job description

One Day in July in St. Petersburg, FL is seeking a motivated Financial Advisor to join their growing team. The ideal candidate will help onboard new clients, analyze asset allocations, and manage existing client relationships. This role offers ample growth opportunities and requires strong communication skills and a passion for the investment industry.

Candidates must hold a Series 65 license and have at least 2 years of experience. One Day in July offers a commission structure that rewards client growth and a collaborative working environment.