Florida Financial Advisors
Financial Advisor/Wealth Manager - St. Augustine, FL
Florida Financial Advisors, Saint Augustine, Florida, United States, 32095
Financial Advisor/Wealth Manager - St. Augustine, FL
4 days ago Be among the first 25 applicants
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Direct message the job poster from Florida Financial Advisors
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t 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.
On a daily basis, our advisors:
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
FFA 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 Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
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
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
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
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Marketing, and Sales
Referrals increase your chances of interviewing at Florida Financial Advisors by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Florida Financial Advisors
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t 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.
On a daily basis, our advisors:
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
FFA 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 Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.
Some features of this position include:
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
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
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
Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Visit our website at http://www.floridafa.com
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Marketing, and Sales
Referrals increase your chances of interviewing at Florida Financial Advisors by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr