Financial Advisor

Financial Advisor

Location: Fort Walton Beach, FL

Employment Type: Full-Time

About Slagle Financial

At Slagle Financial, our mission is simple: help people Win in Retirement. We believe retirement planning is far more than investment management—it's about

guiding individuals confidently into the next chapter of life with clarity, purpose, and peace of mind.

What began in 1995 from the back of a red Chevy pickup truck has grown into a multi-state firm serving clients throughout Florida, Illinois, and Missouri. Even as we've expanded, we've remained grounded in our family-first values and our commitment to delivering personalized, relationship-centered financial planning. We are not just advisors, we are long-term partners dedicated to helping clients build, protect, and preserve their wealth throughout retirement.

Position Summary

As a Financial Advisor at Slagle Financial, you will bring our mission to life by building meaningful relationships and leading clients through their retirement journey. You will serve as a trusted advisor, educator, and advocate—placing long-term financial well-being at the center of every interaction.

This role is ideal for someone who values connection, delivers exceptional service, and thrives in a collaborative, professionally run environment.

Key Responsibilities:

• Build and manage a book of business through existing relationships, referrals, and firm-provided leads.
• Lead comprehensive planning conversations using the Slagle Financial GPS framework to guide long-term client strategies.
• Provide ongoing investment guidance and portfolio management aligned with each client's goals, risk tolerance, and personal story.
• Deliver high-touch service with proactive follow-up, timely communication, and consistent accountability.
• Collaborate with internal teams, including Client Relations, Operations, and Leadership—to ensure a seamless and exceptional client experience.
• Maintain strong knowledge of firm processes, financial planning tools, compliance requirements, and fiduciary standards.
• Represent Slagle Financial at client events, workshops, and community engagements.
• Uphold fiduciary responsibilities and regulatory requirements while providing trusted, expert advice.

Qualifications:

• Active Series 65 license, or willingness/ability to obtain promptly.
• Bachelor's degree in finance, Business, Economics, or related field (preferred).
• Minimum 2+ years of experience in financial services, advising, or another client-facing advisory role.
• Exceptional interpersonal and relationship-building skills with the ability to earn trust naturally.
• Strong professionalism, high ethical standards, and excellent attention to detail.
• Proficiency with financial planning software, CRM systems, and digital communication tools.
• Self-motivated, goal-oriented, and committed to long-term client success.

Benefits Include:

• Health insurance
• Dental insurance
• 401(k) with company match
• Life insurance
• Short-term and long-term disability
• Paid time off (PTO)

Hours:

• Monday–Friday, 8:30 AM–5:00 PM
• Evening availability required 1–2 times per month for client events

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website ) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today