Financial Advisor

Job Description

Financial Advisor / Investment Representative

Salary: $40,000–$50,000 base + commission
Location: Multiple Agency Locations

About the Role

We are seeking a dedicated Financial Advisor / Investment Representative who is committed to building a professional career grounded in financial planning, relationship development, and consistent client service. Our agency utilizes a needs‐based planning approach to help individuals and families evaluate income protection, retirement readiness, and investment strategies aligned with their goals and risk tolerance.

Key Responsibilities

• Conduct comprehensive financial and insurance reviews (in person or virtual)
• Assess assets, liabilities, income protection needs, retirement preparedness, and legacy objectives
• Identify potential planning gaps and recommend suitable strategies aligned with regulatory standards
• Perform daily targeted outreach to assigned client segments
• Complete periodic portfolio and financial reviews in accordance with firm policy
• Maintain required documentation while adhering to compliance and supervisory guidelines

Career Development

• Structured onboarding program with step‐by‐step training
• Ongoing development in retirement planning, investment discussions, and client engagement
• Daily coaching and accountability sessions with leadership
• Opportunities to expand responsibilities based on performance, licensing, and business growth

Qualifications

• Bachelor’s degree in Finance or related field, or relevant financial experience
• Active Florida Life & Health (2‐15) license preferred
• FINRA Series 6 and 63 required for securities activity
• • (Series 65 or 66 may be required depending on registration structure)
• Ability to obtain and maintain required securities registrations
• Prior financial services, insurance, or advisory experience preferred
• Strong communication skills and commitment to ethical, compliant practices

Why Join Us?

• Make a meaningful impact by helping clients build long‐term financial confidence
• Supportive team environment with coaching and structured development
• Clear career pathways within Life, Disability, and Investment lines
• Competitive base salary with performance‐based incentives and commissions
• • Commission potential ranges from $10,000–$35,000+ annually depending on performance
• Established multi‐location agency with existing client opportunities