What are the responsibilities and job description for the Financial Advisor position at Florida Financial Advisors?
Company Description
Florida Financial Advisors is a fast-growing, full-service financial planning and wealth management firm committed to delivering truly personalized advice that helps clients build, protect, and optimize their financial futures. We serve individuals, families, and business owners with comprehensive strategies across:
- Financial Planning
- Wealth & Investment Management
- Retirement Planning
- Tax-Efficient Strategies
- Insurance & Risk Management
- Estate Planning
We pride ourselves on a culture built around integrity, transparency, and long-term relationships. Our advisors receive hands-on training, ongoing mentorship, and the tools needed to build a meaningful, high-impact career. Headquartered in Saint Petersburg, FL, FFA is expanding rapidly—and we’re looking for driven professionals to grow with us.
Role Description
As a Financial Advisor, you will play a key role in guiding clients through some of life’s most important financial decisions. You will:
- Build deep relationships with clients and understand their goals, values, and financial priorities
- Develop comprehensive financial plans tailored to each client’s unique situation
- Provide investment, retirement, and tax-efficient planning strategies
- Assess insurance and risk management needs
- Support clients through ongoing communication, education, and review sessions
- Help clients reduce complexity, increase clarity, and make confident financial decisions
This is a role for someone who wants to grow, lead, and make a direct impact—not just run numbers.
Qualifications
• Experience or strong interest in financial planning, retirement planning, or investment management
• Solid foundation in finance, economics, or business principles
• Excellent communication and relationship-building skills
• Strong analytical and problem-solving ability
• Bachelor’s degree required; CFP, CFA, or ChFC preferred
• A proactive, coachable, growth-oriented mindset
• Ability to thrive in a fast-paced, client-focused environment
• Must be a U.S. or Permanent Resident
Qualifications
• Clear career trajectory with leadership opportunities
• Comprehensive training and mentorship from industry leaders
• Access to top-tier planning tools, platforms, and resources
• Entrepreneurial environment where your ideas and ambitions matter
• Meaningful work helping clients make life-changing financial decisions
• Community-focused culture grounded in professionalism, accountability, and service
If you’re looking to build a long-term career in financial advising—with real upward mobility, real client impact, and real support—FFA is where you’ll thrive.