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Closed on August 1, 2026.
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Financial Advisor - Associate
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Job Description
Financial Partners in Coral Springs, FL is seeking an Associate Financial Advisor to join the local team. The role centers on marketing, creating opportunities, and learning the firm’s systems, with an in-person placement in Coral Springs and a licensing path that includes Insurance and Series 65. This position offers a pathway to industry licenses while developing hands-on client-facing experience.
Responsibilities
- Must be able to commute to the Coral Springs office five days a week at least initially.
- Execute marketing activities, generate opportunities, and learn the firm’s systems.
- Ultimately obtain a 215 Insurance License and a Series 65 Investment Advisor License.
- It would be advisable to also hold a Series 6 Investment Company and Variable Contracts License.
Requirements
- Bachelor's degree (Required)
- Bilingual English and Spanish (Required)
- Coral Springs, FL 33071 (Required)
Experience
- Education or Financial Services: 1 year (Preferred)
Licenses & Certifications
- Series 6, Series 63, Fla Life and Health 214 (Preferred)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Professional development assistance
- Tuition reimbursement
Job Type
Full-time
Work Location
- In person
- Hybrid remote in Coral Springs, FL 33071
Pay
$50,000.00 - $100,000.00 per year
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