Group 10 Financial, LLC · 4 weeks ago
Associate Wealth Advisor (Service + Growth Track)
Maitland, FL
Full-time
Onsite
Entry Level
1+ years expGroup 10 Financial, LLC is a boutique, client-first wealth management firm in Maitland, FL, and they are seeking an Associate Wealth Advisor. This role involves supporting client relationships and gradually taking on more responsibilities, with a clear path to becoming a Lead Advisor.
AdviceFinancial ServicesRetirement
Responsibilities
Support and service existing clients (RMDs, income planning, investment planning, distributions, legacy planning support, etc.)
Prepare for and follow up after client meetings
Lead client progress reviews (with support as needed)
Coordinate with custodians and financial institutions on account opening, transfers, and maintenance
Process service requests and paperwork accurately from start to finish
Maintain detailed client records in CRM and planning software
Communicate proactively with clients to ensure timely follow-through
Participate in team meetings, seminars, and educational events
Follow established processes and help improve workflows
Qualification
Required
Bachelor's degree
1–3 years experience in financial services
Strong organization, communication, and follow-through
Client-service mindset and coachability
Comfortable in a structured, fast-paced environment
Preferred
Florida Health & Life License
Series 65 (preferred — or willingness to obtain within 3–6 months)
Benefits
Health insurance + 401(k) with match (dental, vision, life insurance, HSA available)
PTO + all holidays off (including your birthday)
Professional development and mentorship
Company
Group 10 Financial, LLC
At Group 10 Financial, LLC, we help successful families turn decades of hard work into a confident, well-structured retirement.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase