Wealth Advisor: Warm Leads, Flexible Practice & Growth

Freedom Financial Group; Sarasota (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation structure

Support for professional designation credentialing

Collaborative team environment

Job summary

Freedom Financial Group in Sarasota, Florida, is looking for a financial advisor to build relationships and create custom strategies for clients. You will meet clients, develop financial strategies, and maintain portfolios to align with their goals.

This role requires a minimum of three years of experience in financial advisory and relevant licenses (Series 7 required). A collaborative environment with mentorship and competitive compensation is offered.

Qualifications

• Minimum three years of experience in financial advisory or related role.
• Strong communication and listening skills.
• Self-motivated and driven to build long-term practice.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop customized financial strategies.
• Review client portfolios to ensure alignment with goals.
• Build and maintain strong client relationships.
• Collaborate with support team for personalized service.

Skills

Financial advisory experience

Client relationship management

Communication skills

Self-motivated

Education

Bachelor’s degree in finance, business, economics or related

Tools

Series 7

Series 65/66

Life and health insurance license

Job description

Freedom Financial Group in Sarasota, Florida, is looking for a financial advisor to build relationships and create custom strategies for clients. You will meet clients, develop financial strategies, and maintain portfolios to align with their goals.

This role requires a minimum of three years of experience in financial advisory and relevant licenses (Series 7 required). A collaborative environment with mentorship and competitive compensation is offered.