Associate Financial Advisor
Associate Financial Advisor
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Job Description
Associate Financial Advisor
Location: In-Person at AllTides Wealth Group in Miami Florida
Compensation: $65000$75000 (based on experience)
AllTides Wealth Group a Forbes Best-in-State Wealth Advisors three years in a row is hiring an Associate Financial Advisor to join our practice.
Are you looking to grow your career in financial advising with a firm that values integrity initiative and continuous growth This is a hands-on in-person position with immediate exposure to financial planning and direct client engagement.
What Youll Do:
- Participate in and support client meetings: take notes prepare materials and manage follow-ups
- Assist in delivering outstanding client service and addressing client needs
- Help with meeting prep plan implementation and follow-up tasks
- Learn our processes and take on increasing responsibility in a client-facing role
What Were Looking For:
- Bachelors degree required
- 23 years of experience in the financial services industry
- SIE preferred; must be willing to obtain necessary licenses (Series 7 66 etc.) within six months well cover the cost
- Clear and confident communicator
- High level of integrity and professionalism
- Eager to learn grow and continuously improve
- Strong organizational skills and attention to detail
Compensation & Benefits:
- Competitive salary: $65000$75000 depending on experience
- Paid time off (PTO)
- Paid holidays
- Licensing support and professional development opportunities
- Health insurance coverage
- Access to retirement plan with employer contribution
If youre proactive dependable and ready to make an impact in a collaborative environment wed love to meet you. Apply now and start your journey toward becoming a trusted financial advisor.
Required Experience:
IC
Employment Type
Full-Time
