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Closed on August 3, 2026.
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Financial Advisor
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Job Description
Financial Advisor position with Florida Financial Advisors in Cranston, RI, onsite.
RESPONSIBILITIES
- Prospect and schedule appointments with potential clients
- Consult with clients to assess their financial needs
- Develop tailored financial plans to meet each client's goals
- Build and maintain strong client relationships, tracking progress over time
- Provide ongoing advisory support and guidance
REQUIREMENTS
- Associate’s degree in business or an industry-related field
- Must obtain Series licenses and qualify to be approved to practice as a Financial Advisor prior to starting in-office
- Must be a U.S. citizen or Permanent Resident
- Willing to work on-site in the office
BENEFITS
- 401(k)
- Dental insurance
- Health insurance
JOB TYPE
- Full-time
WORK LOCATION
- In person
SOME FEATURES OF THIS POSITION INCLUDE
- One-on-one training from seasoned leaders in the local financial planning industry
- A comprehensive training program covering financial planning, portfolio analysis, management and recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential with $100,000+ in the first year achievable, with a compensation structure largely based on results
- Significant opportunities for career advancement within the company, including a leadership track such as District Manager and Field Vice President roles