Florida Financial Advisors ยท 1 day ago
Financial Advisor
**Florida **Financial Advisors is a firm that provides comprehensive financial planning and wealth management services. They are seeking Financial Advisors who will identify potential clients, assess their financial needs, and develop customized financial plans to help clients achieve their goals.
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 relationships with clients, helping them track their progress over time
Provide ongoing consultation and support
Qualification
Required
Ability to obtain FINRA Series licenses
Must be a U.S. Citizen or Permanent Resident
Must be able to commute to office location
Preferred
Energy
Great people skills
Strong work ethic
Entrepreneurial spirit
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).
Company
Florida Financial Advisors
Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
Funding
Current Stage
Growth StageLeadership Team
Recent News
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