Job Description
Join our award-winning team as a Financial Advisor in sunny Orlando, FL! We're urgently seeking passionate professionals to transform clients' financial futures through personalized wealth management strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that prioritizes your growth. If you thrive in dynamic environments and excel at building client relationships, this is your opportunity to accelerate your career in one of America's fastest-growing financial hubs.
Responsibilities
- Develop comprehensive financial plans tailored to clients' retirement, investment, and insurance goals
- Cultivate and expand high-net-worth client relationships through consultative selling
- Analyze market trends and recommend customized investment portfolios
- Conduct financial literacy workshops to establish community authority
- Maintain Series 7, 66, and state insurance licenses
- Collaborate with tax and estate planning specialists for holistic solutions
- Meet quarterly revenue targets while exceeding client satisfaction benchmarks
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA preferred)
- 3+ years experience in financial services with proven sales track record
- Active Series 7, 66, and FL state insurance licenses
- Certified Financial Planner (CFP) designation required
- Exceptional presentation skills and ability to explain complex concepts
- Proficiency in CRM platforms (e.g., Salesforce, Wealthbox)
- Valid driver's license and willingness to travel client sites
- FINRA regulatory compliance knowledge