Associate Financial Advisor | Existing Clients | Career Growth Track

Associate Financial Advisor | Existing Clients | Career Growth Track

Maitland, FL | In-Office | Full-Time

Are you a financial professional who's ready to spend more time helping clients and less time chasing them?

If you're looking for a long-term career where you can grow into a Lead Financial Advisor while working alongside an established retirement planning team, this may be the opportunity you've been looking for. At Group 10 Financial, we don't hire often. We're looking for someone who wants to build a career—not just find their next job.

Unlike many advisor positions, this role focuses primarily on serving existing clients and developing into a future Lead Advisor rather than building a book of business from scratch.

We help good people make great financial decisions so they can enjoy an amazing retirement, and we're looking for someone who shares that passion.

We don't expect perfection, but we do value excellence, integrity, follow-through, and a strong work ethic. If you're energized by helping people, enjoy being part of a high-performing team, and want to continue growing professionally, we'd love to meet you.

Our Hiring Process

Because this role is built around developing trusted relationships with clients, communication skills, professionalism, and executive presence are just as important as technical knowledge.

As part of our interview process, every applicant is asked to submit a brief introductory video (approximately 3 minutes) along with their application. This allows us to get to know you beyond your resume before scheduling interviews.

Your video does not need to be professionally produced—a simple phone or webcam recording is perfectly fine. Please briefly tell us:

• Who you are
• Why this opportunity interests you
• A little about your background
• Your long-term career goals

Please send your video to: kimberly@group10financial.com

or upload it securely using the Secure File Upload link at the top of our website (https://group10financial.com). Applications submitted without the introductory video will not be considered.

The Role

This is a career-track Associate Financial Advisor position (approximately 70% client service / 30% growth) with a clearly defined path toward becoming a Lead Financial Advisor.

You'll work directly with an experienced Lead Advisor, participate in client meetings, help implement financial strategies, and gradually assume greater responsibility as your knowledge and confidence grow.

Work Style

• 100% in-office (Maitland, FL)
• Client meetings conducted in person and via Zoom
• Competitive base salary plus performance bonus
• Long-term career advancement opportunity

What You'll Do

• Build long-term relationships with existing clients
• Support retirement income, investment, tax, and legacy planning conversations
• Prepare for and follow up after client meetings
• Lead client review meetings (with support as needed)
• Coordinate account openings, transfers, and maintenance with custodians
• Process client service requests accurately from start to finish
• Maintain detailed CRM and financial planning records
• Communicate proactively with clients to ensure exceptional service
• Participate in seminars, educational events, and team meetings
• Help improve systems and workflows as our firm continues to grow

Who Thrives Here

The people who succeed on our team are:

• Positive, high-energy professionals who enjoy helping others
• Excellent communicators who naturally build trust
• Organized and dependable with exceptional follow-through
• Coachable and committed to continuous improvement
• Comfortable taking ownership without constant direction
• Team-first contributors who willingly jump in wherever needed
• Looking for a long-term career—not simply their next position

Qualifications

Preferred

• Bachelor's degree
• 1–3 years of experience in financial services
• Series 65 (or willingness to obtain within 3–6 months)
• Florida Health & Life License (preferred)

We're more interested in character, coachability, communication skills, professionalism, and work ethic than checking every qualification box.

What Makes This Opportunity Different

Many advisory firms expect new advisors to spend most of their time prospecting for new business. (Or asking for 200 of your closest family and friends to prospect.) That's not this position!

You'll be joining an established independent fiduciary firm where you'll work alongside experienced advisors, serve existing client relationships, receive direct mentorship, and develop into a trusted Lead Wealth Advisor over time.

If you're looking for a place where you can grow professionally while making a real difference in people's lives, you'll feel right at home here.

What You'll Receive

• Competitive base salary
• Performance-based bonus with even more upside potential
• Health insurance
• 401(k) with company match
• Dental, vision, life insurance, and HSA options
• Paid time off plus all major holidays (including your birthday)
• Gym membership
• Professional development and continuing education
• Direct mentorship from experienced advisors
• A clear long-term career path

This Role Probably Isn't a Fit If...

• You're looking for a remote or hybrid position.
• You prefer working independently rather than as part of a collaborative team.
• Organization and follow-through aren't your strengths.
• You're uncomfortable receiving coaching and constructive feedback.
• You aren't excited about building long-term relationships with clients.
• You're looking for a short-term stepping stone instead of a long-term career.

Ready to Learn More?

If you're excited about building a long-term career with a growing independent wealth management firm and believe you'd be a great fit, we'd love to hear from you.

Apply today and don't forget to include your introductory video so we can get to know you.

Send your intro video to kimberly@group10financial.com or by using our Secure File Upload link at the top of our website: https://group10financial.com/.