**Job Summary:** We are seeking a dedicated and experienced Financial Advisor to join our team. The ideal candidate will provide financial guidance and support to clients, helping them make informed decisions about their finances. The Financial Advisor will analyze clients' financial situations, understand their needs and goals, and recommend suitable financial products and services. **Responsibilities:** - Conduct in-depth financial analysis to understand clients' financial goals and objectives. - Develop personalized financial plans based on clients' needs and risk tolerance. - Provide expert advice on investment opportunities, insurance policies, retirement planning, and tax strategies. - Monitor clients' financial accounts and make recommendations for adjustments as needed. - Stay up-to-date on industry trends, regulations, and best practices in financial planning. - Build and maintain strong relationships with clients to ensure long-term satisfaction and trust. - Collaborate with other professionals, such as accountants and lawyers, to offer comprehensive financial solutions. **Requirements:** - Bachelor's degree in Finance, Accounting, Economics, or related field. - Proven work experience as a Financial Advisor or similar role. - Strong knowledge of financial software and tools for analysis. - Excellent sales skills with a proven track record of meeting targets. - Familiarity with corporate accounting principles, securities law, tax regulations, and asset management. - Outstanding communication and interpersonal abilities. - Certified Financial Planner (CFP) certification is a plus. Joining our team as a Financial Advisor offers the opportunity to work with a diverse range of clients, hone your financial expertise, and make a meaningful impact on individuals' financial well-being. If you are passionate about helping others achieve their financial goals and possess the required skills and qualifications, we invite you to apply for this rewarding position.
Job Type: Full-time
Pay: $50,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Experience:
- Financial concepts: 1 year (Required)
Ability to Commute:
- Ocala, FL 34474 (Preferred)
Ability to Relocate:
- Ocala, FL 34474: Relocate before starting work (Required)
Work Location: In person