Job Description
Join Orlando's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. We're seeking driven professionals passionate about helping Orlando families build lasting legacies. Enjoy uncapped earning potential, comprehensive benefits, and a culture that prioritizes your growth. Apply today to become part of our award-winning team!
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Orlando and Central Florida
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios and retirement strategies
- Exceed quarterly sales targets while adhering to FINRA regulations
- Mentor junior advisors to foster team excellence
- Collaborate with legal and tax professionals for comprehensive solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7, 66, and state insurance licenses
- Minimum 5 years financial planning experience with proven track record
- Strong proficiency in CRM platforms (Salesforce experience a plus)
- Exceptional presentation and negotiation skills
- FINRA registrations (SIE, 63/66, 24)
- Ability to obtain Florida Life/Health insurance license