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Florida Financial Advisors


Jobs

Financial Advisor/Wealth Manager – Orlando,FL

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Posted on: March 12, 2020 Apply Now
Full-Time Job Expires January 31, 2021

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial 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.

On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support

FFA is different from other firms for many reasons, but our ‘google meets wall street’ culture really sets us apart from the rest. Our fun, fast-paced, yet laid back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a soul focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.

Some features this position includes:

  • One-on-one training from seasoned leaders in the local financial planning industry include
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities.

Job Requirements:

  • Bachelor’s degree in business or industry related field
  • Ability to obtain series licenses
  • Must be a U.S. or Permanent Resident

Visit our website at http://www.floridafa.com

Apply Now

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Philadelphia, PA 19104

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McNeil Building Suite 20
3718 Locust Walk
Philadelphia, PA 19104
(215) 898-7531
careerservices@vpul.upenn.edu
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