Financial Advisor - Retirement & Wealth Planning (Miami)

NettWorth Financial Group; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

NettWorth Financial Group is seeking a Financial Advisor for a full-time, on-site role in the Miami–Fort Lauderdale area. You will meet clients to assess goals, analyze assets and retirement benefits, and craft customized financial plans.

The role includes recommending investment strategies and monitoring portfolios, with a focus on long-term client relationships. Candidates should hold a Series 7 license, have at least 2 years of experience, and possess strong communication and analytical

Qualifications

• Requires Series 7 securities license.
• Minimum 2 years of experience.
• Excellent communication and public speaking skills.
• Strong analytical, quantitative, and problem-solving abilities with attention to detail.

Responsibilities

• Meet with clients to assess financial goals and retirement needs.
• Analyze client assets and employer retirement benefits.
• Develop customized financial and retirement plans.
• Recommend investment strategies aligned with client objectives and risk tolerance.
• Monitor portfolios and conduct regular review meetings; educate clients on financial concepts.

Skills

Series 7 license

Public speaking

Analytical skills

Job description

NettWorth Financial Group is seeking a Financial Advisor for a full-time, on-site role in the Miami–Fort Lauderdale area. You will meet clients to assess goals, analyze assets and retirement benefits, and craft customized financial plans.

The role includes recommending investment strategies and monitoring portfolios, with a focus on long-term client relationships. Candidates should hold a Series 7 license, have at least 2 years of experience, and possess strong communication and analytical