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Florida Financial Advisors · 1 hour ago

Financial Advisor/Wealth Manager - Sarasota, FL

Sarasota, FL

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. The role requires advisors to meet clients, assess their financial needs, and develop customized financial plans while maintaining strong relationships.

FinanceFinancial ServicesWealth Management

Growth Opportunities

No H1B

U.S. Citizen Only

Hiring Manager

Jason Mickool

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

Qualification

Financial planningClient relationship managementConsultative sellingRegulatory complianceEntrepreneurial spirit

Required

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

Benefits

One-on-one training from seasoned leaders in the local financial planning industry

A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance

Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results

Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)