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Florida Financial Advisors · 2 months ago

Financial Advisor, Wealth Advisor

Phoenix, AZ

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $100K/yr

Florida Financial Advisors is a fast-growing firm specializing in comprehensive financial planning and wealth management services. The role of a Financial Advisor involves identifying potential clients, assessing their financial needs, and developing customized financial plans while maintaining strong relationships with clients.

FinanceFinancial ServicesWealth Management

Growth Opportunities

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 relationships with clients, helping them track their progress over time

Provide ongoing consultation and support

Qualification

FINRA Series licensesBachelor’s degreePeople skillsEntrepreneurial spiritWork ethic

Required

Currently holds or working on a Bachelor's degree in business or industry-related field

Ability to obtain FINRA Series licenses

Must be a U.S. or Permanent Resident

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.

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