Florida Financial Advisors · 4 hours ago
Financial Advisor
St Augustine, FL
Full-time
Onsite
New Grad, Entry Level**Florida **Financial Advisors is seeking a Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate will create financial plans and ensure the accuracy of information while supporting investment professionals in cultivating client relationships.
FinanceFinancial ServicesWealth Management
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
Strong understanding of the investment business
Excellent interpersonal skills
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
Company data provided by crunchbase