Financial Advisor Jobs

We are proud to be serving our clients in, building our business, and raising our families in Florida. We have local offices in the major cities of Florida, including Tampa (our corporate office), Orlando, Miami, and Jacksonville.

We are also growing into other states with branch offices in Philadelphia, PA; Atlanta, GA; and Charlotte, NC, Nashville, TN, and Washington, DC.

What a financial advisor does:

• Develops a customized financial plan to address each client’s outlined goals
• Identifies and sets appointments with potential clients
• Designs, develops, and implements a marketing plan
• Maintains strong relationships with clients, helping them to track their progress over time
• Provides ongoing consultation and support
• Works closely with a mentor to meet with clients to assess their financial needs

Some of the features of this position include:

• One-on-One training from seasoned leaders in the financial planning industry locally.
• Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.
• Uncapped earning potential - top advisors can make $100,000+ in their first year - advisors must be comfortable with the majority of their compensation coming from their results
• A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance

Additional Requirements of the role:

• Associate or Bachelor’s degree (preferably in business or an industry related field)
• Ability to obtain licenses * U.S. Citizen or Permanent Resident