Job Description
Join our elite financial advisory team in Orlando, FL and accelerate your career with an exclusive $15,000 sign-on bonus! We're seeking driven Financial Advisors to help clients build lasting wealth through personalized investment strategies. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that rewards ambition. Work with industry-leading resources while making a tangible impact in your community.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios exceeding $100M in assets under management
- Drive new client acquisition through strategic networking
- Conduct market analysis to optimize portfolio performance
- Maintain FINRA Series 7 and 63 certifications
- Collaborate with tax and estate planning specialists
- Utilize CRM systems to track client relationships
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years of financial advisory experience
- Active FINRA Series 7 & 63 licenses required
- Proven track record of exceeding sales targets
- Strong presentation and client relationship skills
- CFA or CFP designation preferred
- Ability to work independently and in team environments