Financial Advisor & Wealth Manager - Earn $100k+ Year 1

Florida Financial Advisors; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped earnings potential

Leadership program

Extensive training

Job summary

Florida Financial Advisors in Orlando invites energetic individuals to join our in-office team. No prior finance experience is required; we provide extensive training, resources, and support to help you become a confident financial advisor.

As you meet clients, you’ll identify needs, develop personalized plans, and build lasting relationships. The role offers uncapped earnings potential and clear career growth through a leadership program.

Qualifications

• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.
• Associate’s degree required or equivalent education.

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each client’s goals
• Maintain strong relationship with clients, helping them track progress over time
• Provide ongoing consultation and support

Skills

People skills

Work ethic

Entrepreneurial spirit

Communication

Education

Associate’s degree in business or industry-related field

Job description

Florida Financial Advisors in Orlando invites energetic individuals to join our in-office team. No prior finance experience is required; we provide extensive training, resources, and support to help you become a confident financial advisor.

As you meet clients, you’ll identify needs, develop personalized plans, and build lasting relationships. The role offers uncapped earnings potential and clear career growth through a leadership program.