Job Description
Join our elite team of financial advisors in Orlando and transform lives through strategic wealth management. We're seeking passionate professionals to build client relationships, deliver personalized financial solutions, and drive growth in Florida's thriving market. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards excellence.
Our advisors benefit from cutting-edge technology, industry-leading products, and a collaborative environment designed for success. This immediate hire opportunity offers competitive compensation, health benefits, and career advancement pathways for top performers.
Responsibilities
- Develop and maintain deep client relationships through trust-based financial planning
- Analyze financial data to create customized investment strategies and retirement plans
- Exceed sales targets by identifying new business opportunities in Orlando's growing market
- Stay current on financial regulations, tax laws, and market trends
- Collaborate with cross-functional teams to deliver seamless client experiences
- Maintain compliance with FINRA regulations and company policies
- Mentor junior advisors to foster team growth and knowledge sharing
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain immediately)
- Minimum 3 years of financial services sales experience
- Proven track record of meeting or exceeding sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and financial modeling expertise
- Valid Florida driver's license and reliable transportation
- Certified Financial Planner (CFP) designation preferred