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Florida Financial Advisors · 1 day ago

Financial Advisor/Financial Consultant

Orlando, FL

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $100K/yr

Florida Financial Advisors is a company that helps clients achieve their financial success through personalized financial planning. The role of a Financial Advisor involves meeting with clients to assess their financial needs, developing customized financial plans, and providing ongoing support and consultation.

FinanceFinancial ServicesWealth Management

Growth Opportunities

No H1B

U.S. Citizen Only

Hiring Manager

Eric Scarlett

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 spiritPeople skillsWork ethic

Required

Associate's degree in business or industry-related field

Must obtain series licenses and qualified 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 include

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

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