Financial Advisor

Florida Financial Advisors in Sarasota, FL is seeking a Financial Advisor to join its onsite team. The role centers on meeting with clients, assessing financial needs, and developing customized financial plans, with extensive training and no prior financial experience required. The position offers a salary of USD 100,000 per year and clear opportunities for career advancement within the firm.

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each of the clients' desired goals
• Maintain strong relationships with clients, helping them track their progress over time
• Provide ongoing consultation and support

Requirements

• Associate’s degree in business or industry-related field
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
• Must be a U.S. or Permanent Resident
• Willing to work in office

Benefits

• Health insurance
• Life insurance
• Retirement plan

Some features this position includes

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive training program covering financial planning, portfolio analysis, portfolio management and recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential: advisors can make $100,000+ in their first year, with the majority of compensation coming from results
• Significant career growth opportunities within the company, including a leadership program

Job Type

• Full-time

Compensation Package

• Bonus opportunities
• Commission pay

Work Location

• In person