Florida Financial Advisors · 3 hours ago
Financial Advisor
Sarasota, FL
Full-time
Onsite
New Grad, Entry Level**Florida **Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. The role involves identifying potential clients, assessing their financial needs, and developing customized financial plans while maintaining strong client relationships.
FinanceFinancial ServicesWealth Management
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
Required
Ability to obtain FINRA Series licenses
Must be a U.S. Citizen or Permanent Resident
Must be able to commute to office location
Energy
Great people skills
Strong work ethic
Entrepreneurial spirit
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