Financial Advisor Salary at Florida Financial Advisors Inc BETA

Job Description Job Description Job Title: Financial Advisor Locations: Oldsmar, FL Company: Maggi Tax Advisory & Financial Group About Us: Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are opening a new office location in Oldsmar, FL! We are seeking a motivated and detail-oriented Financial Advisor to join our team. Position Overview: As a Financial Advisor, you will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset. Why Join Us? You’re feeling capped where you are

Overview: Compensation: $60,000 base salary plus commission Location Type: Hybrid, a flexible work model blending in-office and remote working Position Type: Full Time Region: The Financial Advisor provides financial and investment services to Suncoast Credit Union members. Key responsibilities include assessing members financial situations and providing guidance for services to meet the members needs. This individual is committed to a needs-based financial planning approach with fee-based solutions. An ideal candidate exercises sound judgment by conducting business with the utmost level of honesty, fairness, and integrity. Responsibilities: Advise members on the appropriate financial products to fit their financial needs Analyze and assess members investment and insurance protection needs, goals, risk tolerance, and current financial situation Analyze alternative investment options and advise members on the advantages and disadvantages of different financial and insurance products Col

Job Description This role is with a large Portfolio Management firm with over $250 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis. This is a relationship manager role where you are given a book of 150-200 households ($100 million to $150 million in assets) of high net worth clients with assets in excess of 500k (per household). You are responsible for managing these client relationships and speaking to clients about their portfolios/investments. As the central point of contact for your assigned client base, you would educate each of our clients on the firms investment philosophy, explaining why we've made certain decisions for their particular portfolio, and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws th

Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to posi

Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities •Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given •Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products •Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations •Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives •Seek, id

Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment services. The Financial Advisors (FA-IC I) maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Responsible for sourcing their own book of business. Ensures high standards of service to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Security Policies and Procedures. Responsibilities: FA-IC I are high level professionals with experience in Finance/financial markets. They deliver personalized services to often sophisticated and wealthy clients and manage around 150-180 relationships with a focus on Investments. FA-IC I develops new client business using their own network of clients and centers of influence. No referrals will be provided by internal banking partners. FA-IC I will assess customer goals and needs

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You do not 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. 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 th

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. ESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. Makes full d