Job Description
Join our elite team at Wealth Management Solutions Inc. in sunny St. Petersburg, FL! We're seeking dynamic Financial Advisors to transform lives through personalized wealth strategies. Enjoy competitive commissions, comprehensive benefits, and a collaborative culture focused on client success. Whether you're guiding retirees through asset preservation or helping young professionals build portfolios, you'll make measurable impact while growing your career in Florida's thriving financial hub.
Responsibilities
- Develop comprehensive financial plans including retirement, estate, and tax strategies
- Build and maintain high-net-worth client portfolios through proactive relationship management
- Conduct market analysis to optimize investment opportunities and risk mitigation
- Present complex financial concepts through tailored client education workshops
- Collaborate with cross-functional teams to deliver seamless service solutions
- Exceed quarterly revenue targets through strategic client acquisition
- Stay current with FINRA regulations and evolving financial technologies
Qualifications
- Bachelor's degree in Finance, Economics, or related field; CFP/ChFC designation preferred
- 5+ years of financial advising experience with proven client portfolio growth
- Valid Series 7, 66, and state insurance licenses
- Exceptional presentation skills with ability to simplify complex financial concepts
- Track record of exceeding $1M+ annual AUM acquisition
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong ethical standards and FINRA compliance knowledge
- Entrepreneurial mindset with passion for client advocacy