What are the responsibilities and job description for the Financial Advisor position at Florida Financial Advisors?
Company Description
Florida Financial Advisors (FFA) is a top-rated full-service comprehensive financial and wealth management firm located in Melbourne, FL. We provide personalized financial strategies to help clients realize their dreams and achieve their financial goals. Our services cover investment recommendations, financial planning critiques, insurance analysis, estate planning, and more. FFA is dedicated to assisting Florida residents in maximizing their financial opportunities, including employer benefits packages.
Role Description
This is a full-time on-site role for a Financial Advisor at Florida Financial Advisors in Melbourne, FL. The Financial Advisor will be responsible for providing financial planning recommendations, retirement planning strategies, investment advice, and financial advisory services to clients. The role involves analyzing financial situations, advising on wealth management, and helping clients plan for their financial future.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Investments expertise
- Financial Advisory knowledge
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work collaboratively with clients and colleagues
- Bachelor's or Master's degree in Finance, Economics, or related field
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
