Wealth Advisor - High Earning Potential & Fast Growth

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

Benefits offered by this job

Uncapped earning potential

Comprehensive training program

Leadership development opportunities

Job summary

Florida Financial Advisors seeks energetic individuals to join our growing team in Florida. You don’t need finance experience to start; we provide extensive training, resources, and support to help you become a confident financial advisor.

On a daily basis, you will identify potential clients, meet with them to assess needs, develop tailored financial plans, and maintain ongoing client relationships. A strong work ethic and entrepreneurial spirit are valued here.

Qualifications

• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. or Permanent Resident.
• Must be willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address each of the clients desired goals.
• Maintain strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

Appointment setting

Client meetings

Financial planning basics

Relationship management

Regulatory compliance

Education

Associate’s degree in business or industry-related field

Job description

Florida Financial Advisors seeks energetic individuals to join our growing team in Florida. You don’t need finance experience to start; we provide extensive training, resources, and support to help you become a confident financial advisor.

On a daily basis, you will identify potential clients, meet with them to assess needs, develop tailored financial plans, and maintain ongoing client relationships. A strong work ethic and entrepreneurial spirit are valued here.