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Florida Financial Advisors · 1 day ago

Financial Advisor

Sarasota, FL

Full-time

Onsite

New Grad, Entry Level

**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

Growth Opportunities

No H1B

U.S. Citizen Only

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 licensesFinancial planningClient serviceConsultative sellingMarketing techniques

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).