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Florida Financial Advisors

Financial Advisor

Florida Financial Advisors, Sarasota, Florida, United States, 34243

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Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You do not need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Florida Financial Advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession.

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 relationships with clients, helping them track their progress over time

Provide ongoing consultation and support

Features of this Position

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.

Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results & production. Performance‑based compensation.

Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).

Job Requirements

Ability to obtain FINRA Series licenses

Must be a U.S. Citizen or Permanent Resident

Must be able to commute to office location

Seniority level:

Mid‑Senior level

Employment type:

Full‑time

Job function:

Finance and Sales

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