Florida Certified Financial Advisor
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Job Summary
Seeking a Florida Certified Financial Advisor, this remote position will establish and maintain long-term client relationships, deliver financial advice, and provide complex portfolio management guidance while collaborating with experienced advisors in the Miami area.
Key responsibilities
- Build and nurture long-term relationships with clients to support their financial goals
- Deliver personalized investment strategies and financial planning guidance
- Implement disciplined investment approaches and tax management strategies
Required qualifications
- Certified Financial Planner (CFP) designation required
- Series 7, 63, or 66 licenses (or ability to acquire within 3 months)
- Three to five years of advisory experience, depending on the position level
- Proven experience managing a book of business with high client satisfaction
- Knowledge of financial planning, investment strategies, and industry regulations
Complete Job Description
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