Financial Advisor
On-site · Bradenton, Florida, United States
Job Summary
Financial Advisors consult with clients to determine the best course of action to help meet their financial and investment goals. Responsibilities include conducting suitability reviews, making investment recommendations, completing compliance paperwork, processing trade orders, and maintaining client relationships. The role requires knowledge of investment products, strong sales skills, and the ability to build long-term client relationships. A Bachelor's degree in Business, Finance, Accounting, or a related field and 2+ years of experience in Brokerage, Insurance, or Banking is essential.
Required Qualifications
- Life and Health Insurance License – fixed annuity and variable annuity
- FINRA Investment License(s) – Series 7, 63, 65/66
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.