Financial Advisor/Wealth Manager - Fort… at Florida… · Fort…

Summary: Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. The role involves identifying potential clients, assessing their financial needs, and developing customized financial plans.

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

Required Qualifications:
- 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

Required Skills: Series licenses, Financial planning, Investment portfolio analysis, Portfolio recommendations, Consultative selling, Regulatory compliance

Benefits: Extensive training, resources, and the support you’ll need to be better than your best, One-on-one training from seasoned leaders in the local financial planning industry, A comprehensive training program that includes 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)