Financial Advisor

FRS Investment Advisors, LLC, formerly Martine Financial Group, Inc., is a leading wealth management and insurance firm based in Florida. We specialize in corporate retirement planning, estate planning, and tax planning, offering tailored services to meet both corporate and individual financial needs. Our experienced team provides a full spectrum of services, including investment advisory, defined benefit and contribution plans, annuities, Medicare, life insurance, estate planning, and more.

Dedicated to helping our clients achieve growth and protection for their retirement years, we pride ourselves on a holistic approach to financial well-being.

This is a full-time hybrid role for a Financial Advisor, based in Wellington, FL, with opportunities for remote work. The Financial Advisor will provide personalized financial planning and advisory services to clients, focusing on investment strategies, retirement planning, and comprehensive financial solutions. Key responsibilities include assessing clients' financial goals, developing and monitoring investment plans, and offering tailored guidance on financial products and strategies.

• Proficiency in Financial Planning and Retirement Planning to assess client needs and develop tailored strategies
• Strong knowledge of Finance, Investments, and Financial Advisory to support sound decision-making and investment opportunities
• Excellent interpersonal and communication skills to build and maintain client relationships
• Ability to analyze and interpret financial data effectively
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Relevant certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), are preferred
• Experience in corporate retirement or estate planning is a plus
• Proficiency with financial planning software and tools is desirable