Elevate Financial Planning and Wealth Management · 2 days ago
Financial Advisor
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $100K/yrElevate Financial Planning and Wealth Management is dedicated to helping others navigate their financial landscapes through a collaborative approach. The role of a financial advisor involves identifying potential clients, assessing their financial needs, and developing customized financial plans while maintaining strong client relationships.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Christopher Athens
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 relationship with clients, helping them track their progress over time
Provide ongoing consultation and support
Qualification
Required
Bachelor's degree in business or industry-related field
Ability to obtain series licenses
Must be a U.S. or Permanent Resident
Company
Elevate Financial Planning and Wealth Management
A rising tide lifts all boats. Our commitment to the highest standard of performance creates an elevated quality of life.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dillon Nemeth
Managing Partner, Financial Advisor
Company data provided by crunchbase