Job Description
Job Description
Florida Financial Advisors and provides full-service, comprehensive financial and wealth management solutions tailored to the needs of Florida residents. The firm focuses on helping clients realize their long-term goals through personalized financial strategies that consider both current circumstances and future aspirations. Advisors take a holistic approach, incorporating key factors such as career trajectory and employer benefits packages to optimize each client’s financial plan. Florida Financial Advisors maintains brand offices across Florida including Tampa, St. Petersburg, Orlando, Melbourne, Jacksonville, St. Augustine, Miami, Ft. Lauderdale, while serving a broad and growing client base. The firm values detailed, relationship-based planning that supports clients through major life decisions and financial milestones.
Role Description
This is a full-time, on-site Financial Advisor role based in Sarasota, FL. The Financial Advisor will meet with clients to assess their current financial situation, goals, risk tolerance, and time horizon, and develop tailored financial plans. Responsibilities include recommending investment, retirement, insurance, tax-efficient, and estate planning strategies aligned with clients’ objectives and employer benefits. The role involves regularly reviewing and adjusting financial plans, monitoring market conditions, and communicating updates and recommendations to clients. The Financial Advisor will also be responsible for maintaining accurate client records, adhering to regulatory and compliance requirements, and collaborating with internal team members to deliver a high level of service. Building and growing a client base through networking, referrals, and community engagement is an important part of this position.
Qualifications
- Strong financial planning skills, including retirement planning, investment strategy, and risk management.
- Ability to analyze client cash flow, budgeting, and debt management to create comprehensive financial roadmaps.
- Knowledge of tax-efficient strategies, insurance solutions, and estate planning concepts.
- Excellent communication, presentation, and interpersonal skills to explain complex financial topics clearly.
- Proficiency in using financial planning software, CRM tools, and standard office applications.
- High ethical standards, sound judgment, and a client-centric mindset focused on long-term relationships.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced coursework or certifications is a plus.
- Relevant licenses (such as FINRA SIE, Series 65, or state equivalents) and life/health insurance licenses, or willingness to obtain within a defined timeframe.
- Prior experience in financial advising, wealth management, or a related client-facing financial role preferred.
- Ability to work on-site in Sarasota, FL, manage a growing book of business, and engage in networking and business development activities.
- US citizen/ green-card holder.
\nCompany Description
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.
Company Description
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. \r\n\r\nBeing 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.