Job Description
Launch your finance career in sunny St. Petersburg! Prosperity Financial Partners seeks motivated, coachable individuals to join our award-winning advisory team. No prior experience required – we provide comprehensive training and mentorship from industry veterans. Build client relationships, develop financial strategies, and grow your income through our proven commission structure. Perfect for recent graduates, career changers, or anyone passionate about helping others achieve financial freedom. Our modern downtown office offers collaborative workspaces, ongoing education stipends, and performance-based bonuses.
Responsibilities
- Build and maintain client relationships through personalized financial planning
- Analyze financial data to create customized investment strategies
- Conduct market research to identify growth opportunities
- Collaborate with senior advisors on complex portfolio management
- Attend industry certifications (Series 65/66 sponsored)
- Participate in weekly training sessions and peer coaching
- Utilize CRM software for client relationship management
- Represent the firm at community networking events
Qualifications
- High school diploma or equivalent (college degree preferred)
- Exceptional communication and interpersonal skills
- Strong work ethic with self-motivation
- Proficiency in Microsoft Office and CRM systems
- Valid driver's license and reliable transportation
- Ability to pass Series 65/66 licensing exams
- Basic understanding of financial markets (training provided)
- Commitment to ongoing professional development