Financial Advisor (Finance)

TL;DR

Financial Advisor (Finance): Providing expert financial advice and purpose-based investment strategies with an accent on client relationship management and financial well-being. Focus on building a sustainable professional practice, delivering financial workshops, and managing insurance-related portfolios.

Location: Must be based in or be able to serve clients in Tallahassee or Gainesville, FL

Company

A Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with a focus on generosity and purpose-based advice.

What you will do

• Guide clients toward financial clarity using purpose-based advice, investments, and insurance.
• Develop and maintain long-term, trust-based relationships with clients within the local community.
• Conduct financial workshops and leverage personal and professional networks to grow the client base.
• Manage daily operations, including securities and insurance-related administrative tasks.
• Collaborate with specialists in marketing, technology, and business development to build your practice.

Requirements

• Bachelor’s degree or equivalent professional experience.
• Attainment of FINRA SIE, life, and health licenses before contracting.
• Satisfactory background check, fingerprinting, and securities registration verification.
• Must be based in the North Central Florida region to serve local clients

Culture & Benefits

• Unlimited earning potential via biweekly commissions, bonuses, and incentive pay structures.
• Comprehensive insurance package including medical, dental, vision, disability, and AD&D.
• Retirement security through a Pension and 401(k) plan.
• Up to 14 weeks of paid training and coaching for licensing and onboarding.
• Well-being programs and a gift matching program for nonprofit contributions.