Job Description
Join Orlando's premier financial advisory firm and transform your career with a remote-friendly opportunity! We're seeking dynamic Financial Advisors to serve clients in the vibrant Orlando market while enjoying flexible remote work arrangements. Our award-winning team combines cutting-edge technology with personalized service to deliver exceptional wealth management solutions.
As a key member of our Orlando Wealth Partners team, you'll leverage our proven systems and robust support network to build lasting client relationships. Enjoy the flexibility of remote work while maintaining regular in-person client meetings at our downtown Orlando office. We offer comprehensive training, competitive benefits, and unlimited growth potential in one of America's fastest-growing financial hubs.
Responsibilities
- Develop comprehensive financial plans for diverse clients including retirement, investment, and tax strategies
- Build and maintain a strong client portfolio through proactive relationship management
- Conduct regular portfolio reviews and adjust strategies based on market conditions and client goals
- Stay current on financial regulations, market trends, and investment products
- Collaborate with our team to implement innovative digital tools for client engagement
- Participate in local Orlando networking events to expand client base
- Maintain strict compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years of financial planning/advisory experience
- Strong track record in client relationship building and sales
- Proficiency in financial planning software and CRM systems
- Exceptional communication and presentation skills
- Ability to work independently while collaborating effectively with remote teams
- Florida residency preferred (required for in-person client meetings)