Financial Advisor/Wealth Manager

Florida Financial Advisors offers an in‑office Financial Advisor/Wealth Manager role in Cranston, RI with comprehensive training, an uncapped earning potential, and a clear path to leadership. This position includes extensive in‑office training and a starting salary of USD 100,000 per year.

This is a full‑time, in‑person role based in Cranston, RI.

Benefits and opportunities

• 401(k)
• Dental insurance
• Health insurance
• Uncapped earning potential with the possibility to earn $100,000+ in year one
• One‑on‑one training from seasoned leaders in the local financial planning industry
• A comprehensive training program covering financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

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 relationship 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