Financial Planner | Training, Growth Path & High Earnings

Florida Financial Advisors; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Uncapped earning potential

Comprehensive training program

Career growth opportunities

Leadership program

Job summary

Florida Financial Advisors is seeking motivated advisors to help clients achieve financial success. No prior finance experience is required; energetic, people-oriented individuals fit best.

The company provides extensive training, resources, and support to help you excel in a fast-paced, performance-driven environment. Daily duties include prospecting, client meetings to assess needs, creating customized financial plans, and maintaining ongoing relationships.

Qualifications

• Energy and people skills are essential.
• Must have work ethic and an entrepreneurial mindset.
• Ability to obtain FINRA Series licenses is required.
• U.S. Citizenship or Permanent Residency is required and commuting to the office is necessary.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs.
• Develop customized financial plans to address clients' goals.
• Maintain strong client relationships and track progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Energetic personality

Entrepreneurial spirit

Strong work ethic

Job description

Florida Financial Advisors is seeking motivated advisors to help clients achieve financial success. No prior finance experience is required; energetic, people-oriented individuals fit best.

The company provides extensive training, resources, and support to help you excel in a fast-paced, performance-driven environment. Daily duties include prospecting, client meetings to assess needs, creating customized financial plans, and maintaining ongoing relationships.