Wealth Advisor – Training, Growth, Six-Figure Potential

Florida Financial Advisors; Saint Augustine (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive training

Uncapped earnings potential

Leadership development program

In-office role in Florida

Job summary

Florida Financial Advisors is seeking energetic individuals to join our team as Financial Advisors in Florida. No prior finance experience is required; we provide extensive training and ongoing support to help you succeed, with a compensation model that rewards results.

You will identify potential clients, meet with them to assess financial needs, and develop tailored financial plans while enjoying leadership development opportunities.

Qualifications

• Associate’s degree in business or a related field.
• Must obtain series licenses and qualify to become a Financial Advisor before starting.
• Must be a U.S. citizen or permanent resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs and goals.
• Develop customized financial plans for clients.
• Maintain relationships and track client progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Entrepreneurial spirit

Communication

Prospecting

Client meetings

Education

Associate’s degree in business or related field

Job description

Florida Financial Advisors is seeking energetic individuals to join our team as Financial Advisors in Florida. No prior finance experience is required; we provide extensive training and ongoing support to help you succeed, with a compensation model that rewards results.

You will identify potential clients, meet with them to assess financial needs, and develop tailored financial plans while enjoying leadership development opportunities.