Financial Advisor/Wealth Manager

Florida Financial Advisors is seeking a Financial Advisor/Wealth Manager to join its onsite team in Palm Bay, FL. This role centers on identifying prospective clients, conducting initial meetings to assess financial needs, and developing tailored plans while nurturing lasting client relationships, all supported by a rigorous training program and ample earnings potential. The position offers a compensation of USD 100,000 per year and requires an Associate’s degree in business or a related field; licensure prerequisites include obtaining Series licenses and qualifying to be approved as a Financial Advisor before starting in office.

Responsibilities

• Prospect and set appointments with potential clients
• Consult with clients to assess financial needs and goals
• Create customized financial plans aligned with each client’s objectives
• Foster ongoing client relationships and help clients track progress over time
• Provide ongoing guidance and support

Requirements

• Associate’s degree in business or a 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. citizen or a permanent resident
• Willing to work in office

Benefits

• Health insurance
• Life insurance
• Retirement plan

Some features this position includes

• One-on-one coaching from seasoned leaders in the local financial planning industry
• An extensive training program covering financial planning, portfolio analysis, portfolio management and recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential, with first-year earnings of $100,000+, largely based on performance
• Significant career growth opportunities within the company, including a leadership track (District Manager, Field Vice President, and other roles)