Job Description
Join our elite financial advisory team in Orlando and accelerate your career with an exceptional $15,000 sign-on bonus! We're seeking driven Financial Advisors to help clients build wealth through personalized investment strategies. Enjoy a competitive base salary, uncapped commissions, comprehensive benefits, and ongoing professional development in Orlando's thriving financial district. Our award-winning firm provides cutting-edge tools, mentorship, and a client-first culture designed for your success. Apply today to transform your financial expertise into extraordinary earnings.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through strategic portfolio management
- Exceed sales targets while adhering to FINRA and SEC regulations
- Leverage our CRM system to track client progress and identify growth opportunities
- Collaborate with internal teams to deliver comprehensive wealth management solutions
- Participate in ongoing market research to optimize investment strategies
- Represent the firm at community events and industry conferences
Qualifications
- Series 7 & Series 66/63/65 licenses required
- Bachelor's degree in Finance, Business, or related field
- 3+ years of proven financial advisory experience
- Track record of exceeding sales targets (min $2M AUM)
- Strong presentation and negotiation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- CFP or CFA designation preferred
- Valid Florida securities license in good standing