Financial Advisor Trainee jobs in United States
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Florida Financial Advisors ยท 1 month ago

Financial Advisor Trainee

positionJacksonville, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in Jacksonville Metro Area, FL. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients.

FinanceFinancial ServicesWealth Management
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Growth Opportunities

Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

Investment knowledgeFinancial planningBachelor's degreeInterpersonal skills

Required

Bachelor's degree
Strong understanding of the investment business
Excellent interpersonal skills

Company

Florida Financial Advisors

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Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
dateFounded in 2015
location
Tampa, Florida, USA
people-size51-200 employees
web-link
https://www.floridafa.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Mickool
Founder and CEO of Florida FInancial Advisors
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Allyson Mickool
Chief Financial Officer
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Recent News

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AmeriLife Recognized as a 2025 Inc. Power Partner Award Winner for the Third Consecutive Year
2025-11-14
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Four AmeriLife Affiliate Partners Named to Inc. 5000's 2025 List of Fastest-Growing Private Companies
2025-08-15
Company data provided by crunchbase