Hybrid Financial Advisor — Wealth & Retirement Planner

Lifetime Financial Growth, LLC; Florida; Hybrid; USD 65,000 - 110,000; Full time

Job summary

Lifetime Financial Growth in Palm Beach, FL is hiring a full-time Financial Advisor to help clients build and protect long-term wealth through tailored financial strategies. The role blends in-office and work-from-home flexibility in a dynamic advisory practice.

You will meet clients, analyze their financial data, and design comprehensive plans across retirement, investments, and wealth preservation while growing your book of business and staying current on market trends and regulations.

Qualifications

• Strong financial planning and advisory skills.
• Experience in retirement planning and wealth preservation.
• Licenses such as FINRA Series 6/7 and 63/65 or 66, or willingness to obtain them.
• Bachelor’s degree in finance, business, economics, or related field.
• Demonstrated ability to build trusting client relationships and maintain confidentiality.

Responsibilities

• Meet with clients to understand financial goals and assess their current financial situations.
• Develop comprehensive plans covering retirement, investments, insurance, and wealth preservation.
• Analyze financial data, present tailored solutions, and review plans as client needs evolve.
• Grow and manage a book of business through networking and proactive client prospecting.
• Collaborate with internal teams to ensure compliant, high-quality service.

Skills

Financial Planning

Financial Advisory

Portfolio Analysis

Retirement Planning

Networking & Business Development

Licenses (FINRA Series 6/7, 63/65 or /

Education

Bachelor’s degree in finance, business, economics, or related field

Job description

Lifetime Financial Growth in Palm Beach, FL is hiring a full-time Financial Advisor to help clients build and protect long-term wealth through tailored financial strategies. The role blends in-office and work-from-home flexibility in a dynamic advisory practice.

You will meet clients, analyze their financial data, and design comprehensive plans across retirement, investments, and wealth preservation while growing your book of business and staying current on market trends and regulations.