Job Description
Join Orlando's premier wealth management firm as a Financial Advisor! We're urgently seeking driven professionals to help clients achieve financial freedom through personalized investment strategies. Enjoy uncapped commission potential, comprehensive training, and a supportive team environment. Transform lives while building your dream career in Orlando's thriving financial sector. Immediate openings available – apply today!
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through trust-based advising
- Analyze market trends to optimize investment portfolios
- Exceed quarterly sales targets for financial products/services
- Stay current on SEC regulations and industry best practices
- Collaborate with cross-functional teams for holistic client solutions
- Lead educational workshops on retirement planning and wealth building
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses required
- Minimum 3 years experience in financial advisory/sales
- Proven track record of meeting/exceeding sales targets
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail