Florida Financial Advisors · 4 days ago
Financial Advisor
St. Petersburg, FL
Full-time
Onsite
New Grad, Entry Level**Florida **Financial Advisors is a fast-growing, full-service financial planning and wealth management firm committed to delivering truly personalized advice. As a Financial Advisor, you will guide clients through important financial decisions, build relationships, and develop tailored financial plans.
FinanceFinancial ServicesWealth Management
No H1B
Hiring Manager
Wyatt Davy
Responsibilities
Build deep relationships with clients and understand their goals, values, and financial priorities
Develop comprehensive financial plans tailored to each client’s unique situation
Provide investment, retirement, and tax-efficient planning strategies
Assess insurance and risk management needs
Support clients through ongoing communication, education, and review sessions
Help clients reduce complexity, increase clarity, and make confident financial decisions
Qualification
Required
Experience or strong interest in financial planning, retirement planning, or investment management
Solid foundation in finance, economics, or business principles
Excellent communication and relationship-building skills
Strong analytical and problem-solving ability
Bachelor's degree required; CFP, CFA, or ChFC preferred
A proactive, coachable, growth-oriented mindset
Ability to thrive in a fast-paced, client-focused environment
Must be a U.S. or Permanent Resident
Preferred
CFP, CFA, or ChFC
Company
Florida Financial Advisors
Florida Financial Advisors is full-service comprehensive financial & wealth management firm.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Mickool
Founder and CEO of Florida FInancial Advisors
Allyson Mickool
Chief Financial Officer
Recent News
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