Job Description
Join WealthFirst Advisory Group as a Remote Financial Advisor and transform lives through personalized financial planning. We're seeking passionate advisors to serve clients in Orlando and across Florida with cutting-edge wealth management solutions. Enjoy hybrid flexibility with 2 days/month in our downtown Orlando office, plus comprehensive benefits and uncapped earning potential.
Why WealthFirst?
- Industry-leading training and CFP certification support
- Proprietary client acquisition system
- Competitive health/dental/vision insurance
- 401(k) with 4% matching
- Monthly performance bonuses
Responsibilities
- Develop comprehensive financial plans covering retirement, investments, insurance, and tax strategies
- Cultivate and maintain long-term client relationships through quarterly reviews and proactive communicationAnalyze market trends to recommend optimal portfolio allocations using our AI-powered platform
- Comply with FINRA regulations and maintain all required securities licenses (Series 65/66)
- Collaborate with our Orlando-based support team for estate planning and tax strategy implementation
- Host monthly virtual workshops on financial literacy for community outreach
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active Series 65/66 and state insurance licenses
- 3+ years of financial planning/advising experience
- Proven track record in client acquisition and retention
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication skills for explaining complex concepts
- Self-motivated with ability to work independently in remote environment