Junior Financial Consultant jobs in United States
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Florida Financial Advisors · 20 hours ago

Junior Financial Consultant

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

Florida Financial Advisors is a firm specializing in financial consulting. They are seeking a Junior Financial Consultant to work closely with clients to assess their financial needs and develop customized financial plans.

FinanceFinancial ServicesWealth Management
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Growth OpportunitiesbadNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Emmanuel Rivers
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Responsibilities

Identifies and sets appointments with potential clients
Works closely with a mentor to meet with clients to assess their financial needs
Designs, develops, and implements a marketing plan
Develops a customized financial plan to address each client’s outlined goals
Maintains strong relationships with clients, helping them to track their progress over time
Provides ongoing consultation and support

Qualification

Financial planningMarketing techniquesConsultative sellingClient serviceRegulatory compliance

Required

Ability to obtain licenses
U.S. Citizen or Permanent Resident

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