Job Description
Join our elite financial advisory team in Orlando and transform lives through strategic wealth management. We're seeking a dynamic Financial Advisor to build client relationships, deliver personalized financial plans, and drive growth in a supportive commission-based environment. Immediate hire available for qualified candidates ready to make an immediate impact.
Why Join Us?
- Unlimited earning potential with competitive commission structure
- Comprehensive training and mentorship program
- Cutting-edge financial planning tools and resources
- Flexible work-life balance with hybrid options
- Industry-leading benefits package including 401(k) matching
Responsibilities
- Develop and implement customized financial strategies for high-net-worth clients
- Conduct comprehensive financial needs analysis and portfolio reviews
- Build and maintain robust client relationships through proactive communication
- Meet/exceed sales targets for investment products and insurance solutions
- Stay current with market trends and regulatory changes (FINRA Series 7/66 required)
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Active FINRA Series 7 and 66/63/65 licenses
- 3+ years of proven success in financial services or wealth management
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Proven track record of building client relationships
- Valid Florida life/health insurance license (or ability to obtain immediately)
- Proficiency in CRM platforms (e.g., Salesforce) and financial planning software