Job Description
Join Orlando's premier wealth management firm as we expand our advisory team in the heart of Central Florida! We're seeking a dynamic Senior Financial Advisor to build lasting client relationships while delivering comprehensive financial solutions. Enjoy a collaborative culture with competitive compensation, cutting-edge technology, and continuous professional development. Position includes hybrid work flexibility with 3 days/week in our downtown Orlando office.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, insurance, and tax strategies
- Cultivate and expand client portfolio through targeted outreach and networking
- Conduct comprehensive portfolio reviews and market trend analysis
- Partner with CPAs and attorneys for holistic client solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM system for client relationship management and compliance
- Mentor junior advisors on client engagement methodologies
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Florida Life & Health Insurance certification
- Strong presentation skills with ability to explain complex concepts
- CRM proficiency (Salesforce experience highly valued)
- CFP or CFA designation strongly preferred
- Exceptional networking abilities within Orlando business community