Associate Wealth Advisor

Associate Wealth Advisor (Service + Growth Track)

Maitland, FL | In-Office | Full-Time

Do you enjoy utilizing organizational, customer-focused skills while handling the everyday occurrences in a successfully operating financial planning and wealth management office?

Group 10 Financial, LLC
is an established, innovative, professional, and client-first wealth management firm in Maitland, FL.
At Group 10 Financial, we help good people make great decisions so they can enjoy amazing retirement.

We don't expect perfection — but we
do
require excellence. If you are a
quicker-picker upper
looking for an opportunity with a fast-paced, boutique wealth management firm, keep reading.

Our culture is unlike anything you've experienced with previous employers because we are selective. We have an opening for a
high-energy team player
who is detail oriented, coachable, and easy on the uptake.

If you don't like to laugh or have fun while you're working your butt off, this probably isn't the right fit.

REQUIRED — IMPORTANT — REQUIRED 3-MINUTE INTRO VIDEO

To be considered for this role,
all applicants must submit a short intro video (maximum 3 minutes).
Applications without a video link will not be reviewed.

How to submit your video

1.Record a
3-minute video
(phone or webcam is perfectly fine).

2.Upload the video using
one of the following options
:

• YouTube (Unlisted link)
• Vimeo (Private link)
• Google Drive (sharing enabled)
• Dropbox (shareable view-only link)

3.
Where to submit:

• After applying on LinkedIn, send the video link to:
  
• Use the subject line:
  Associate Wealth Advisor – Intro Video – (Your Name)"

What to cover in your video

Please follow this outline exactly:

1. Quick intro
   — who you are and where you're based
2. Why Group 10 Financial / why now
3. Your experience
   — highlights from your financial services background
4. How you work
   — an example of organization, follow-through, or client service excellence
5. Career path
   — why you want to grow into a Lead Wealth Advisor / producer role

We are not judging production quality.
We're looking for clear communication, energy, professionalism, and culture fit.

The Role at a Glance

• The Role — Associate Wealth Advisor (Career Track), is a 70% client service / 30% growth role designed for a high-potential professional who wants a clear path to Wealth Advisor.
• You will work directly with clients, support the Lead Wealth Advisor, and progressively take on greater responsibility — including servicing client relationships, participating in growth initiatives, and developing into a future producer.
• This role is ideal for someone who wants real responsibility, real mentorship, and a clear runway forward — not a dead-end seat.
• Work style:
  100% in-office (Maitland, FL)
• Client meetings via
  in-person and Zoom
• Competitive base salary +
  performance-based bonus
• Long-term growth opportunity for the right person

Key Responsibilities and What You'll Do

• Service existing clients on behalf of the Lead Wealth Advisor (RMDs, retirement planning, investment planning, income plans, tax planning, healthcare planning, distributions, legacy planning support, etc.)
• Prepare for and follow up after client meetings to ensure a smooth, high-quality client experience
• Lead client progress reviews via in-person, conference call, and Zoom visits.
• Assist with retirement income planning and client strategy implementation
• Work with custodians and financial institutions to open, close,