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Financial Advisor/Wealth Manager - Orlando

Our advisors identify and set appointments with potential clients around the beautiful Orlando area. They will work closely with a mentor to meet with clients in order to assess their financial needs, as well as design, develop, and implement marking plans. Advisors are expected to maintain strong relationships with clients by developing customized financial plans to address each of their outlined goals and help track clients progress over time by providing ongoing consultation and support.

Some features this position includes: one-on-one training from seasoned leaders in the local financial planning industry; a comprehensive training program that includes financial planning, 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; Numerous career path options, including advanced financial advisor, compliance, field management and corporate opportunities.

Additional requirements of role: Bachelor’s degree (preferably in business an industry related field); the ability to obtain licenses; U.S. Citizenship or Permanent Residency.