Job Description
Join our elite team of financial advisors at St. Petersburg Wealth Management Group, where top-tier talent meets unprecedented earning potential. We're seeking a dynamic Senior Financial Advisor to build a high-net-worth client portfolio in Florida's thriving financial hub. Enjoy uncapped commission structures, comprehensive benefits, and industry-leading training in a culture that rewards excellence.
As a cornerstone of our client-focused practice, you'll leverage cutting-edge financial technology to deliver personalized wealth management solutions. Our firm provides a robust infrastructure, including dedicated support staff and advanced CRM systems, enabling you to focus on what matters most: growing your practice and transforming lives through strategic financial planning.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients (minimum $500k AUM)
- Build and maintain a robust client acquisition pipeline through strategic networking and referrals
- Provide expert guidance on investment portfolios, retirement planning, and tax optimization strategies
- Collaborate with internal partners to deliver seamless multi-generational wealth solutions
- Stay current on industry regulations (FINRA, SEC) and maintain all required licenses
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- FINRA Series 7 & 66/63/65 licenses with active registrations
- 5+ years of proven success in financial advisory or wealth management
- Track record of building and maintaining high-net-worth client relationships
- CFP, CFA, or ChFC designation strongly preferred
- Demonstrated ability to meet/exceed revenue targets in commission-based environments
- Exceptional communication skills with ability to translate complex concepts
- Bachelor's degree in Finance, Economics, or related field