We are seeking motivated and client-focused Financial Advisors (Wealth Advisors) to join our growing firm. The ideal candidate will be passionate about building relationships, delivering trusted financial guidance, and helping clients achieve clarity and confidence in their financial futures. This is a commission based compensation position.
Key Responsibilities
- Serve as a primary advisor for individual, family, and business clients.
- Conduct in-depth financial planning, including cash flow, retirement, insurance, tax, and estate planning strategies.
- Assess client risk tolerance and align investment portfolios with their goals.
- Develop and maintain customized wealth management plans.
- Build strong, long-term relationships with Florida investors and international clients investing in the U.S.
- Collaborate with firm leadership to enhance client experience and service offerings.
- Stay informed on regulatory requirements, financial markets, and industry trends.
Qualifications
- Bachelor’s degree in finance, Economics, Business, or related field (advanced degree or CFP® designation a plus).
- Series 65 (or equivalent) license required or ability to obtain within a defined timeframe.
- 3+ years of experience in wealth management, financial planning, or investment advisory preferred.
- Strong knowledge of U.S. financial markets and planning strategies for both domestic and international clients.
- Excellent communication and interpersonal skills.
- Entrepreneurial spirit with a client-first mindset.
- SIE is required for considering,
What We Offer
- Competitive, performance-based compensation structure.
- Opportunity to build your client base with firm support.
- Access to robust financial planning and investment platforms.
- Collaborative, growth-oriented team environment.
- Flexibility to serve clients locally in Florida and internationally.
- Professional development and continuing education support.