Florida Financial Advisors ยท 4 months ago
Financial Advisor/Wealth Manager - Charleston
Mount Pleasant, SC
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrFlorida Financial Advisors is a fast-growing firm specializing in comprehensive financial planning and wealth management services. The role of a Financial Advisor involves helping clients assess their financial needs and develop customized financial plans while maintaining strong client relationships.
FinanceFinancial ServicesWealth Management
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
Benefits
Health insurance
Life insurance
Retirement plan
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