What are the responsibilities and job description for the Financial Advisor Intern position at Florida Financial Advisors?
What a financial advisor does:
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients to assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them to track their progress over time
- Provides ongoing consultation and support
Some of the features of this position include:
- One-on-One training from leaders in the financial planning industry locally.
- A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
- Uncapped earning potential, advisors must be comfortable with the majority of their compensation coming from their results
Additional Requirements of the role:
- Ability to obtain licenses * U.S. Citizen or Permanent Resident