Financial Advisor: Stable Base, Mentorship & Growth

Lopezoffice; Winter Park (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Performance-based bonus

Health insurance

Opportunity for advancement

Paid time off

Job summary

A financial advisory agency in Winter Park, FL, is seeking a Registered Representative to provide financial planning and advice to clients. The ideal candidate will hold relevant securities licenses and have a minimum of 2 years' experience in the financial advisory sector. You will work closely with a mentor, develop client relationships and comply with financial regulations while enjoying a base salary alongside additional performance bonuses and benefits.

Qualifications

• Active securities licenses (SIE Exam, Series 6 and/or 65, or 63 licenses).
• Minimum of 2 years in a Financial Advisor role or equivalent experience.

Responsibilities

• Offer comprehensive financial planning to existing clients.
• Partner with a career agent to develop a business plan.
• Maintain and enhance relationships through active communication.
• Demonstrate integrity and educate clients on investment technology.

Skills

Financial planning

Client relationship management

Regulatory compliance

Client acquisition

Business judgment

Education

Bachelor's degree

Job description

A financial advisory agency in Winter Park, FL, is seeking a Registered Representative to provide financial planning and advice to clients. The ideal candidate will hold relevant securities licenses and have a minimum of 2 years' experience in the financial advisory sector. You will work closely with a mentor, develop client relationships and comply with financial regulations while enjoying a base salary alongside additional performance bonuses and benefits.