Job Description
Join Orlando's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build client relationships, deliver personalized investment solutions, and drive business growth in the vibrant Orlando market. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that rewards excellence.
Our ideal candidate thrives in client-facing environments, possesses deep financial acumen, and is passionate about helping clients achieve long-term financial security. With industry-leading tools and mentorship, you'll scale your career while making a tangible impact on Central Florida's financial landscape.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and economic indicators to optimize investment strategies
- Present complex financial concepts clearly through customized client reports and presentations
- Comply with FINRA regulations and maintain all required securities licenses
- Leverage CRM systems to track client interactions and business development opportunities
- Collaborate with internal partners to deliver holistic wealth management solutions
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA/CFA preferred)
- Series 7, 66 (or 63 & 65) securities licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience with proven track record
- Strong analytical skills with ability to interpret financial statements and market data
- Exceptional communication and presentation abilities for diverse client audiences
- Valid Florida Life & Health Insurance license (or ability to obtain)
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)