What are the responsibilities and job description for the Financial Advisor Trainee position at Florida Financial Advisors?
Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial planning, wealth management, retirement planning, tax strategies, insurance and risk management, and estate and legacy planning. At FFA, we aim to simplify complex financial decisions, empower our clients, and deliver the highest standard of care.
Role Description
This is a full-time on-site role for a Financial Advisor at Florida Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree
- Strong understanding of the investment business
- Excellent interpersonal skills
