The Role: Associate Financial Advisor (RELOCATION TO SOUTH FLORIDA)

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We are currently seeking Associate Financial Advisor’s to help take our local firm to the next level. All candidates should demonstrate a desire to network, build relationships and communicate effectively. This is a great opportunity for an aspiring planner to shadow the group, be involved in client meetings and contribute to a growing firm that leverages technology and is positioned for growth. Potential opportunities for acquisition and/or succession plans may exist in certain situations. 

You need to RELOCATE TO SOUTH FLORIDA for this opportunity. You need to be a Financial Advisor, so do not apply if you do not have your licenses mentioned below.  

Responsibilities include but are not limited to:

  • Work with clients to analyze, research, and implement solutions in their individual financial situations.
  • Conduct financial analysis; prepare financial plans and other deliverables for client meetings.
  • Prepare, coordinate and follow through on any needed communication or implementation of recommendations with new or existing clients.
  • Demonstrate excellent people skills by being confident in the delivery of financial advice to clients via conference call and face-to-face meetings.
  • Maintain high ethical standards and confidentiality at all times.
  • Continuously monitor client’s financial situations with detail and accuracy with the ability to look at the big strategic financial picture.
  • Dedicated to networking, continued education and establishing expert relationships with strategic partners in our community.

Desired Skills and Experience

Education/Licenses

The ideal candidate will have at minimum an undergraduate degree. The following licenses/designations are preferred:

  • Life and Health License and FINRA Series 6/7 and 65/66. Our broker dealer Signator assists candidates from outside the financial services industry to prepare for and complete licensing.
  • Willingness to pursue CFP® designation or other industry noted designations to show ongoing continuing education within our industry.

Skills/Experience

  • 1+ years of experience in sales and/or the financial services industry
  • Self-motivated and ability to establish effective relationships with diverse personalities
  • Understanding of financial products including insurance and investments
  • Excellent communication skills along with the ability to expertly multi task
  • Strong organization and customer service skills required
  • Extensive Microsoft Office skills with intermediate or better computer skills

We are strongly committed to diversity and equal opportunity.

To apply, email resume to contactus@clientfocusedadvisors.com