Financial Advisor/Wealth Manager

2 weeks ago

Sarasota, United States Florida Financial Advisors Full time

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t 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 clientsMeet with clients to assess their financial needsDevelop customized financial plans to address each of the clients desired goalsMaintain strong relationship with clients, helping them track their progress over timeProvide ongoing consultation and supportFFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.Some features of this position include:One-on-one training from seasoned leaders in the local financial planning industryA comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory complianceUncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their resultsSignificant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)Job Requirements: Associate’s degree in business or industry-related fieldMust obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in officeMust be a U.S. or Permanent ResidentWilling to work in officeCompensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.Visit our website at

  • Associate Wealth Advisor

    3 weeks ago

    Sarasota, United States Earned Wealth Full time

    Associate Wealth AdvisorEarned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.What sets Earned apart is our...

  • Financial Advisor/Wealth Manager

    7 days ago

    Sarasota, FL, United States Florida Financial Advisors Full time

    Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't 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...

  • Financial Advisor/Wealth Manager

    1 week ago

    Sarasota, FL, United States Florida Financial Advisors Full time

    Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't 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...

  • Financial Advisor

    10 hours ago

    Sarasota, FL, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Financial Advisor

    2 weeks ago

    Sarasota, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Wealth Management Advisor

    4 days ago

    Sarasota, FL, United States Equitable Advisors LLC Full time

    A culture of growth with a firm that supportsYou've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself.We're here to help you grow your business, be...

  • Wealth Management Advisor

    7 days ago

    Sarasota, FL, United States Equitable Advisors LLC Full time

    A culture of growth with a firm that supportsYou've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself.We're here to help you grow your business, be...

  • Financial Advisor Associate

    3 weeks ago

    Sarasota, United States Stifel Financial Full time

    Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel, where success meets success.What You'll Be DoingThe Financial...

  • Financial Advisor

    15 hours ago

    Sarasota, FL, United States HBK CPAs & Consultants Full time

    Financial Advisor HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting...

  • Associate Financial Advisor

    16 hours ago

    Sarasota, FL, United States Baird Inc Full time

    About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families...