Florida Financial Advisors
Financial Advisor, Wealth Advisor
Florida Financial Advisors, Phoenix, Arizona, United States, 85003
Overview
Four Corners 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.
About FCFA Being a Four Corners Financial Advisor requires a contemporary way of thinking and doing. At FCFA, 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
Culture and differentiators FCFA is different from other firms for many reasons, but our 'google meets wall street' culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the individual with a sole focus of providing comprehensive financial planning and wealth management services to help clients realize their dreams.
Key benefits and growth opportunities
One-on-one training from seasoned leaders in the local financial planning industry, including a comprehensive training program that covers financial planning, analyzing investment portfolios, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance.
Uncapped earning potential – advisors can make $100,000+ in their first year; compensation is performance-based with the majority derived from results.
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).
Qualifications
Currently holds or is working on a Bachelor’s degree in a business or industry-related field
Ability to obtain FINRA Series licenses
Must be a U.S. or Permanent Resident
Job details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
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About FCFA Being a Four Corners Financial Advisor requires a contemporary way of thinking and doing. At FCFA, 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
Culture and differentiators FCFA is different from other firms for many reasons, but our 'google meets wall street' culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of the individual with a sole focus of providing comprehensive financial planning and wealth management services to help clients realize their dreams.
Key benefits and growth opportunities
One-on-one training from seasoned leaders in the local financial planning industry, including a comprehensive training program that covers financial planning, analyzing investment portfolios, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance.
Uncapped earning potential – advisors can make $100,000+ in their first year; compensation is performance-based with the majority derived from results.
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).
Qualifications
Currently holds or is working on a Bachelor’s degree in a business or industry-related field
Ability to obtain FINRA Series licenses
Must be a U.S. or Permanent Resident
Job details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
#J-18808-Ljbffr