Florida Financial Advisors ยท 4 months ago
Financial Advisor/Wealth Manager - Dallas, TX
Dallas, TX
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrFlorida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. They are seeking a Financial Advisor/Wealth Manager who will identify potential clients, assess their financial needs, and develop customized financial plans while maintaining strong relationships with clients.
FinanceFinancial ServicesWealth Management
No H1B
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
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
Preferred
Energy
Great people skills
Strong work ethic
Entrepreneurial spirit
Benefits
401(k)
Health insurance
Life insurance
Company
Florida Financial Advisors
Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Mickool
Founder and CEO of Florida FInancial Advisors
Allyson Mickool
Chief Financial Officer
Recent News
Company data provided by crunchbase