Wealth Advisor: Unlimited Growth & Training Path

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

Job summary

Florida Financial Advisors, Inc. is seeking energetic individuals to join our team as Financial Advisors. No prior finance experience is required, as we provide extensive training, resources, and support to help you become your best.

We emphasize a modern, client-centric approach and offer a fast-paced, growth-oriented environment with significant earning potential. Daily duties include prospecting, meeting with clients, creating customized financial plans, and maintaining long-term client

Qualifications

• Associate’s degree in business or industry-related field.
• 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.
• 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

Communication skills

Sales ability

Client relationship management

Financial planning basics

Education

Associate’s degree in business or industry-related field

Job description

Florida Financial Advisors, Inc. is seeking energetic individuals to join our team as Financial Advisors. No prior finance experience is required, as we provide extensive training, resources, and support to help you become your best.

We emphasize a modern, client-centric approach and offer a fast-paced, growth-oriented environment with significant earning potential. Daily duties include prospecting, meeting with clients, creating customized financial plans, and maintaining long-term client