Job Description
Join Orlando's premier wealth management firm as a Financial Advisor and accelerate your career with an exclusive $15,000 sign-on bonus! We're seeking driven professionals to build client portfolios and deliver personalized financial strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment. Our Orlando office offers a vibrant downtown location with flexible scheduling and industry-leading technology.
This role combines competitive compensation with performance-based bonuses, allowing ambitious advisors to exceed $150K annually in their first year. Benefit from our established referral network and proprietary client acquisition system designed for rapid success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across diverse asset classes
- Generate new business through networking and referrals
- Conduct market analysis and provide portfolio recommendations
- Maintain compliance with FINRA regulations
- Mentor junior advisors through our training program
- Utilize CRM software to track client relationships
Qualifications
- Series 7 and 66/63/65 licenses required
- 3+ years financial services experience
- Bachelor's degree in Finance or related field
- Proven track record of sales achievement
- Strong presentation and communication skills
- CFP designation preferred
- Experience with portfolio management software
- Ability to build client rapport in Orlando market