Wealth Advisor: Warm Referrals & Growth

Freedom Financial Group; Tallahassee, Northern (FL, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Freedom Financial Group in Tallahassee is seeking a skilled financial advisor embedded within a credit union network to guide members toward their long-term goals, with access to warm introductions and training resources.

You will build customized strategies, manage portfolios, and grow a practice across multiple branch locations, supported by a mentorship culture and opportunities for professional designation.

Qualifications

• Minimum three years in financial advisory or wealth management.
• Series 7 required.
• Series 65 or 66 preferred (or willingness to obtain).
• Life and health insurance license preferred.
• Bachelor’s degree in finance, business, economics or related field preferred.

Responsibilities

• Meet clients to understand financial goals and retirement needs.
• Develop customized strategies for income planning and wealth growth.
• Review portfolios to ensure alignment with life changes.
• Build long-term relationships with Tallahassee clients.
• Collaborate with support team to deliver personalized service.
• Lead branch training to generate referrals.
• Partner with credit union branches to serve members.

Skills

Financial advisory

Client-facing

Communication skills

Self-motivated

Education

Bachelor’s degree in finance/economics

Series 7

Tools

CRM software

Job description

Freedom Financial Group in Tallahassee is seeking a skilled financial advisor embedded within a credit union network to guide members toward their long-term goals, with access to warm introductions and training resources.

You will build customized strategies, manage portfolios, and grow a practice across multiple branch locations, supported by a mentorship culture and opportunities for professional designation.