Investment Advisor Representative Finance Jobs

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Investment Advisor Representative

Client Focused Financial Saint Petersburg, FL Hybrid

23d ago

$70k+/yr Full time Advisor Assets Under Management CFP

Advisor Assets Under Management CFP

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Job Description

Job Summary

Join Client Focused Financial as an Investment Advisor, playing a key role in guiding clients toward achieving their financial goals through tailored investment strategies. You will apply your expertise in wealth management, financial planning, and financial analysis to deliver exceptional service and build lasting relationships. This role offers a dynamic environment where you help clients navigate complex financial landscapes with clarity and confidence. A proactive approach to client service and a solid understanding of investment management and financial planning will ensure clients receive comprehensive guidance aligned with their individual needs.

Duties

Develop personalized investment plans by evaluating clients’ financial situations, goals, and risk tolerance using advanced financial analysis tools.
Grow your book of business and client base by leveraging leading technology and robust investment analysis.
Cultivate strong client relationships through regular communication, educational sessions, and tailored financial planning advice.

Experience and Qualifications

Series 65, 66 license or CFP designation
3+ years of IAR experience
Current AUM $5M+

Compensation and Employment Type

Job Types: Full-time, Contract
Salary: From $70,000.00 per year

Location

Hybrid remote in Saint Petersburg, FL 33701

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