Job Description
Join Orlando's premier wealth management firm as a Senior Financial Advisor! We're seeking dynamic professionals to transform clients' financial futures through personalized investment strategies and comprehensive planning. Our Orlando office offers unparalleled mentorship, cutting-edge tech resources, and a collaborative culture focused on growth and client success. Enjoy competitive compensation with uncapped earning potential, comprehensive benefits, and opportunities for career advancement in Florida's thriving financial hub.
Responsibilities
- Develop and execute customized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews and market insights
- Drive business development through strategic networking and referral generation
- Conduct in-depth market research to optimize investment strategies
- Maintain FINRA Series 7, 66, and state insurance licenses
- Collaborate with internal partners on tax-efficient retirement planning solutions
- Utilize CRM systems to track client interactions and business metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Minimum 5 years of financial advisory experience with proven track record
- Active Series 7, 66, and Florida insurance licenses
- Strong demonstrated success in client acquisition and retention
- Expertise in investment portfolio management and retirement planning
- Exceptional communication skills with ability to articulate complex concepts
- CFA or CFP designation highly desirable