Financial Advisor

Elevate Financial Planning and Wealth Management is a comprehensive financial planning firm based in St. Petersburg, FL. Our team takes a personalized approach to understanding clients' unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals.

This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning services, including wealth management, retirement planning, investments, and financial planning. The role will be based in St. Petersburg, FL but some remote work is acceptable.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Personal Financial Advisors assess the financial needs of individuals and help them with decisions on investments such as stocks, bonds, tax laws, and insurance.

• Generate clientele growth through phone and virtual sales
• Prepare accurate financial plans to support client goals
• Cultivate lasting relationships with clients
• Provide investment advice to clients in accordance with their risk tolerance
• Assuage client concerns by providing the best advice amidst economic hardship

• Bachelor’s degree in finance or related field (preferred)
• Strong financial and investment literacy
• Outstanding interpersonal and communication skills
• Ability to work independently and in a team environment
• Entrepreneurial spirit and strong, independently motivated