Elevate Financial Planning and Wealth Management · 2 hours ago
Financial Advisor
St. Petersburg, FL
Full-time
Hybrid
Mid Level
$50K/yr - $60K/yrElevate Financial Planning and Wealth Management is a comprehensive financial planning firm based in St. Petersburg, FL. They are seeking a Financial Advisor to provide comprehensive financial planning services, including wealth management, retirement planning, and investments.
Financial Services
Hiring Manager
Rebekah Wilson
Responsibilities
Generate clientele growth through phone and virtual sales
Prepare accurate financial plans to support client goals
Cultivate lasting relationships with clients
Provide investment advice to clients in accordance with their risk tolerance
Assuage client concerns by providing the best advice amidst economic hardship
Qualification
Required
Strong financial and investment literacy
Outstanding interpersonal and communication skills
Ability to work independently and in a team environment
Entrepreneurial spirit and strong, independently motivated
Preferred
Bachelor's degree in finance or related field
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