Associate Advisor Opportunity

Are you interested in joining a team of professionals who can help you develop your career as a financial advisor?

At our client, they can integrate you seamless into the advisor team, giving you the opportunity to develop your own book and work alongside veteran advisors.

Position Requirements

Bachelor’s degree with emphasis in a related major

Series 7, 66 and insurance licenses

One to two years’ experience in the financial services industry

Current book of business that you are able to bring along with you

Primary Functions

The financial advisor teams take a highly disciplined and educational approach to planning.

As an integral part of high-performance teams, associate advisors collaborate with lead and senior advisors to serve valued clients.

Our associate advisors will:

Develop, nurture and maintain strong client relationships

Provide support for lead advisors, including client meeting preparation

Research portfolio holdings

Meet with product wholesalers and monitor conference calls

Attend select meetings and keep summary of proceedings

Attend networking events with lead or senior advisors

Become familiar with investment management and financial strategies

Location: Altamonte Springs, FL

Pay: Salary + Bonus (based on experience)

M-F Schedule

Direct Hire

APPLY NOW!