Job Description
Join Orlando's premier financial advisory firm and launch your career immediately! We're seeking a dynamic Financial Advisor to help clients build wealth and secure their financial futures. Our client-centric approach combines cutting-edge technology with personalized strategies, offering you a robust platform to thrive in Orlando's growing market.
Enjoy comprehensive training, ongoing mentorship, and a competitive compensation structure. We provide all necessary licensing support and a warm client pipeline to accelerate your success. If you're passionate about transforming lives through financial expertise, this is your moment to shine.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain a robust client portfolio through networking, referrals, and community engagement
- Analyze market trends and economic indicators to optimize client portfolios
- Meet quarterly sales targets while maintaining exceptional client satisfaction metrics
- Stay current on FINRA regulations, SEC guidelines, and industry best practices
- Collaborate with cross-functional teams including tax specialists and estate planners
- Utilize CRM systems to track client interactions and pipeline progress
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Active Series 7 and Series 66/63/65 licenses (or ability to obtain immediately)
- Minimum 3 years of financial advising or sales experience in wealth management
- Proven track record of meeting/exceeding sales targets ($500k+ AUM)
- Strong presentation skills with ability to explain complex concepts simply
- Valid Florida state securities license (or willingness to obtain immediately)
- Exceptional communication and relationship-building abilities
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)