Job Description
Join Orlando's premier wealth management firm as we expand our advisory team! We're urgently seeking driven Financial Advisors to serve our growing client base in the Orlando metropolitan area. This is your opportunity to build a rewarding career helping clients achieve financial independence through personalized investment strategies, retirement planning, and comprehensive wealth management solutions. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that values your success.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking
- Analyze market trends and recommend tailored investment portfolios
- Conduct comprehensive financial risk assessments and mitigation strategies
- Prepare detailed reports on portfolio performance and market analysis
- Stay current with SEC/FINRA regulations and compliance requirements
- Mentor junior advisors while pursuing personal production targets
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7, 66, and state insurance licenses
- Minimum 3 years of proven financial advisory experience
- Certified Financial Planner (CFP) designation required
- Exceptional communication and presentation skills
- Track record of meeting/exceeding sales targets
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong network of high-net-worth individuals in Central Florida