Financial Advisor

We are and independent RIA and provide holistic finanicial planning services to our clients, including; investment management, insurance planning, tax strategy, consulting and wealth planning.

A financial professional looking to join a firm designed for the future and helping build & transfer the next generation of wealth.

Join our team and receive:

• Non-captive solutions for clients: investments, planning & insurance
• Hands-on leadership and coaching
• Modern marketing and sales support
• Back-office support
• Technology enabled tools and services
• Flexibility to run and grow your business
• Control over your financial future
• Location flexibility

What you need

• Highly self-motivated and self-disciplined, must have the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships, help others and do so ethically
• Positive attitude, willingness to learn and unafraid to fail
• Detail-oriented, organized and strong time-management
• Always willing to learn
• Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Uphold highest level of integrity

Qualifications

• Bachelor's degree in Finance or related field
• Industry experience
• Securities license
• Strong understanding of the financial, insurance and investment business
• Excellent interpersonal & sales skills

Job Type: Full-time

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Miami, FL 33130