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Florida Financial Advisors · 2 days ago

Financial Advisor/Wealth Manager - St. Petersburg, FL

St. Petersburg, FL

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $100K/yr

Florida Financial Advisors is a firm dedicated to helping clients achieve financial success through innovative financial advice. The role of a Financial Advisor involves meeting with clients, developing personalized financial plans, and maintaining strong client relationships.

FinanceFinancial ServicesWealth Management

Growth Opportunities

No H1B

U.S. Citizen Only

Hiring Manager

Jason Mickool

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

Financial planningClient relationship managementConsultative sellingInvestment portfolio analysisEntrepreneurial spiritPeople skillsWork ethic

Required

Associate's degree in business or industry-related field

Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office

Must be a U.S. or Permanent Resident

Willing to work in office

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

Uncapped earning potential

Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)