Rising Financial Advisor: Design Plans & Delight Clients

Guided Financial Advisors; Orlando (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

Guided Financial Advisors in Orlando, FL is seeking an Associate Financial Advisor who shares our values and can help manage marketing, case work, admin tasks and client meetings within a growing wealth management practice.

The role emphasizes personal and professional alignment with our mission, duties across marketing, financial planning, CRM administration and client relations, and the pursuit of appropriate FINRA licenses.

Qualifications

• Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field

Responsibilities

• Marketing: Effectively conduct and manage marketing efforts to new and existing clients
• Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
• Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks
• Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships

Skills

Coachable

Time Management

Organization Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM and Computer Skills

Accurately Forecast and Achieve Goals

Interpersonal Skills

Networking

Education

Bachelor's degree in finance / business related field

5+ years experience in finance or business related field

Tools

CRM software

Microsoft Office

Job description

Guided Financial Advisors in Orlando, FL is seeking an Associate Financial Advisor who shares our values and can help manage marketing, case work, admin tasks and client meetings within a growing wealth management practice.

The role emphasizes personal and professional alignment with our mission, duties across marketing, financial planning, CRM administration and client relations, and the pursuit of appropriate FINRA licenses.