Wealth Advisor & Financial Planner - Fast-Track Career

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

Benefits offered by this job

One-on-one training

Comprehensive training program

Career growth opportunities

Job summary

A financial services firm in Sarasota, Florida, is seeking entry-level Financial Advisors to help clients achieve their financial goals. No prior finance experience needed; they offer extensive training and resources. Advisors can earn over $100,000 in their first year with uncapped earning potential, while providing personalized financial plans. Must have an Associate's degree and obtain necessary licenses.

Qualifications

• Must obtain series licenses to qualify as a Financial Advisor.
• Must be comfortable with working in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans.
• Maintain strong relationships with clients.
• Provide ongoing consultation and support.

Skills

People skills

Strong work ethic

Entrepreneurial spirit

Education

Associate’s degree in business or industry-related field

Job description

A financial services firm in Sarasota, Florida, is seeking entry-level Financial Advisors to help clients achieve their financial goals. No prior finance experience needed; they offer extensive training and resources. Advisors can earn over $100,000 in their first year with uncapped earning potential, while providing personalized financial plans. Must have an Associate's degree and obtain necessary licenses.