Job Description
Join Orlando Wealth Partners as a Remote-Friendly Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to build client relationships while enjoying Orlando's vibrant lifestyle from anywhere in the United States. Our award-winning team offers uncapped earning potential, cutting-edge tech tools, and comprehensive training to accelerate your career. With competitive benefits and a collaborative culture, you'll thrive while helping clients achieve their financial dreams.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, insurance, and tax strategies
- Build and maintain a robust client portfolio through proactive relationship management
- Conduct comprehensive market analysis to optimize investment portfolios
- Present complex financial concepts clearly to diverse client demographics
- Leverage CRM tools to track client goals and deliver measurable outcomes
- Collaborate with internal specialists on estate planning and risk management
- Stay current with SEC/FINRA regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/ChFC preferred)
- 3+ years of financial advisory experience with proven client acquisition success
- Series 7, 66, and state securities licenses (or ability to obtain immediately)
- Exceptional communication skills with ability to build trust remotely
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical mindset with attention to detail
- Self-motivated with entrepreneurial drive
- Valid U.S. work authorization