FINANCIAL ADVISOR

Job Title: Financial Advisor

Location: Plantation, Florida

Duration: Full Time Permanent

Shift: 8 Hours a day 40 hours a week

Role Description

This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for mainly bringing assets and building relationships as all the investing is done by the firm’s two portfolio managers. This allows the advisor to focus on the asset gathering part of the business.

Qualifications

• Series 65 / ability to bring assets, clients. If you are not in the position to generate revenue by bringing assets, this is not the job for you, as most of the compensation will come from revenue generated by the advisors.
• Attractive payout which includes equity participation for the right candidate.
• Experience in Finance and Investments
• Financial Advisory expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Knowledge of financial regulations and compliance
• Bachelor’s degree in Finance, Economics, Business, or related field
• Certifications such as CFP (Certified Financial Planner) are a plus