Financial Advisor

1 day ago

Altamonte Springs, Florida, United States AppleOne Employment Services Full time

Location: Onsite (No remote work)

Company: High-End Wealth Management Firm

Overview:

We are a premier wealth management company seeking a motivated and licensed Associate Advisor to join our team. This role offers an opportunity to work closely with senior advisors, gain hands-on experience in financial planning, and build strong client relationships.

Key Responsibilities:

  • Input data into planning software and assist with portfolio review meeting preparation.
  • Gather product information and support primary advisor in meeting preparation.
  • Attend select client meetings as a secondary advisor to take notes, complete dictations, and manage action items.
  • Participate in product wholesaler lunch & learns, Advisor Think Tank, and Investment Committee meetings.
  • Learn and apply investment management and financial strategies.
  • Maintain Servicing Only clients and manage AOE process.
  • Handle insurance cases and applications.
  • Begin managing client relationships under supervision.

Requirements:

  • Must hold Series 7 or Series 66 license.
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in-office (remote work is not available).
  • Background check, fingerprinting, and possible drug test required.

Compensation & Benefits:

  • Base Salary: $50,000 (first year) + bonus potential up to $78,000
  • Health Insurance: Eligible after 60 days; company pays 50% of employee premium.
  • 401(k): Eligible after 90 days; company matches up to 4%.
  • PTO: Eligible after 90 days.

Why Join Us?

This is an excellent opportunity to grow your career in wealth management with a high-end firm that values professional development and client success.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

The pay transparency policy is available here:

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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