Job Description
Join Orlando's premier wealth management team as a Financial Advisor! We're seeking dynamic professionals to transform clients' financial futures through personalized investment strategies, retirement planning, and comprehensive wealth solutions. Enjoy uncapped commission potential, industry-leading training, and a collaborative environment in Orlando's thriving financial district.
Responsibilities
- Develop and execute customized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Analyze market trends to optimize investment portfolios
- Drive business development through networking and referrals
- Stay current on FINRA regulations and compliance standards
- Mentor junior advisors on best practices
Qualifications
- FINRA Series 65/66 and/or Series 7/63 licenses required
- 3+ years experience in financial services or wealth management
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of meeting sales targets
- Strong presentation and negotiation skills
- Ability to work independently and in team settings