Financial Advisor Trainee
florida financial advisorsJacksonville, FL
$50,000.00–$80,000.00
APPLY (opens in a new tab)Financial Advisor Trainee
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial planning, wealth management, retirement planning, tax strategies, insurance and risk management, and estate and legacy planning.
Role Description:
This is a full-time on-site role for a Financial Advisor at Florida Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals and should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities:
Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Qualifications:
Strong understanding of the investment business.
Excellent interpersonal skills.
Seniority level
Internship
Employment type
Full-time
Job function
Finance and Sales
Location: Fleming Island, FL – Salary: $50,000.00–$80,000.00.
Matching similar jobs
Level
Junior L3
Salary
$50,000.00–$80,000.00
Location
Jacksonville, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago