Job Title: Financial Associate Advisor
Location: Altamonte Springs, FL
Salary:$100k-$150k + Annual Bonuses + Full Benefits
Requirements: At least 3+ years of Wealth Management, CFP (preferred)
The ideal candidate will have at least 3+ Years of Wealth Management Experience preferably have CFP, and have shown solid tenure in their past roles. In return, we are offering a competitive salary ($100k - $150k+), Full Benefits (including Health, Dental, Vision, 401k Match, etc.), Discretionary Bonuses, Generous PTO, and Paid Holidays.
The Associate Advisor is a role responsible for providing comprehensive financial planning services to clients. The Associate Advisor will meet with clients to discuss and understand their financial needs, objectives, and resources, create financial plans, and recommend investment strategies and products to meet their financial goals. The Financial Advisor will also be responsible for communicating financial strategies and information to clients, teaching classes and seminars, and presenting to groups and organizations.
Key Responsibilities:
Qualifications:
Benefits
Salary Range $100K-$150K (DOE)
Benefits - Medical, Dental, Vision
401 (k)
PTO
and Much More!
Applicants must be authorized to work in the U.S.
Rosie Finn is recruiting for this position and the positions below.
Email me to apply for this position
Employees will receive paid leave to the extent required by state or local law
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
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