Financial Advisor - Associate

Pay: $50000- $100,000.00 per year

Job description:

About us

We are Financial Services Professionals and our goal is to provide value to our clients. We take a Fiduciary role to our clients, meaning we work for their best interest avoiding conflicts of interest. Our focus is on Investment Management, Personal Insurance and Retirement Plan Advisory Services.

Our work environment includes:

• Modern office setting
• Growth opportunities
• On-the-job training
• Relaxed atmosphere
• Flexible working hours

Responsibilities:

Must be able to commute to the Coral Springs office 5 days a week at least initially.

The ideal candidate would be someone who possibly has been working in the personal financial services industry for a year or 2 but hasn't reached their full potential or would like a broader path to success.

We will provide guidence, education and support to help you build your career. Your job is to do the marketing, create opportunities and learn the systems. Eventually you will need to have a 215 Insurance License and a Series 65 Investment Advisor License. It would be advisable to also have a Series 6 Investment Company and Variable Contracts License.

Our office has a 33 year solid history in South Florida with a stellar reputation. We have clients all over Florida and in other states as well. We specialize in Retirement Plan Advisory services, Financial Planning, Personal Insurance planning and Wealth Managment.

We offer a salary, commissions and bonuses. With the right amount of effort the candidate should be able to earn $50-70k annually within the first year.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Tuition reimbursement

Education:

• Bachelor's (Required)

Experience:

• Education or Financial Services: 1 year (Preferred)

Language:

• Bilingual English and Spanish (Required)

License/Certification:

• Series 6, series 63, Fla Life and Health 214 (Preferred)

Ability to Commute:

• Coral Springs, FL 33071 (Required)

Work Location: In person

Pay: $50,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training

Work Location: Hybrid remote in Coral Springs, FL 33071