Job Description
Join WealthFirst Partners as a Financial Advisor in sunny St. Petersburg, FL! We're seeking passionate professionals to transform clients' financial futures through personalized wealth management strategies. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your expertise drives real impact. Grow your career while helping our diverse client base achieve financial independence.
Responsibilities
- Develop customized financial plans and investment portfolios for high-net-worth clients
- Build and maintain robust client relationships through regular consultations and reviews
- Analyze market trends and regulatory changes to optimize client strategies
- Lead financial literacy workshops for community members and prospective clients
- Collaborate with tax and estate planning specialists for holistic solutions
- Meet/exceed quarterly revenue targets through strategic client acquisition
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of experience in financial services or wealth management
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Proven track record of client acquisition and retention
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred
- Florida resident with valid state insurance license