Independent Financial Advisor

Florida Financial Advisors; Jacksonville (FL); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial planning firm located in Jacksonville, FL is looking for an Entry Level Independent Financial Advisor to provide investment recommendations, analyze insurance needs, and develop retirement strategies. This is a full-time position with a competitive compensation structure and extensive training from industry leaders. Candidates should have strong analytical and communication skills and an Associate's or Bachelor’s degree in a related field.

Qualifications

• Ability to obtain necessary licenses.
• Must be a U.S. citizen or permanent resident.

Responsibilities

• Provide investment recommendations to clients.
• Analyze clients' insurance needs.
• Develop retirement planning strategies.
• Offer income tax-mitigation advice.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal abilities

Education

Associate's or Bachelor’s degree in business

Job description

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Florida Financial Advisors (FFA) is a comprehensive financial planning and wealth management firm based in Jacksonville, FL, with a personalized approach to helping clients achieve their financial goals. FFA focuses on assisting clients across the country in maximizing their employer benefits packages and offers a wide range of services from investment recommendations to legacy planning.

Job Description

This is a full-time, on-site role with Florida Financial Advisors in Jacksonville, FL. Advisors are responsible for providing investment recommendations, analyzing insurance needs, developing retirement planning strategies, and offering income tax-mitigation advice to clients.

Take advantage of our world-class training program including direct guidance from industry leaders on financial planning skills, marketing techniques, consultative selling, client service, and regulatory compliance.

Uncapped earning potential makes this role extremely competitive for advisors who are comfortable with the majority of their compensation coming from their results.

Qualifications

• Associate's or Bachelor’s degree (preferably in business or an industry-related field)
• Ability to obtain licenses * U.S. citizen or permanent resident
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• https://www.floridafa.com/Join-Our-Team.10.htm

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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