Certified Financial Advisor
On-siteMiami, Florida, United States
Job Summary
Establish and maintain long-term relationships with clients by partnering on financial goal planning. Provide disciplined investment approaches, tax management strategies, and personalized investment guidance to support long-term objectives. Manage the advisory book of business while applying trust and estate planning knowledge to preserve wealth. Deliver financial planning support for critical moments using industry-leading research and investor-first principles. Requires CFP® designation and Series 7/63/66 licenses. Remote work based in the Miami metropolitan area with periodic in-person meetings. No visa sponsorship available.
Required Qualifications
- Certified Financial Planner® designation
- Series 7, 63, or 66 (or the ability to acquire within 3 months of assuming the position)
- Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience
- Experience specifically in advice planning, book of business management, and relationship management
- Demonstrated experience managing a book of business with a track record of client satisfaction and loyalty
- Experience applying trust and estate planning knowledge to help preserve clients' wealth
- In-depth knowledge of financial planning, investment strategies, and industry regulations
- A positive and resilient change agent who fosters collaboration as both a peer and business partner
- Remote work location within Florida
- Primary work location within the Miami metropolitan area
- Residing within a 50-mile radius of Miami
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.