More jobs:
Financial Advisor
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-01-27
Listing for:
AppleOne Employment Services
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Overview
Growing wealth management firm seeking a FINRA‑licensed Associate Advisor to support senior advisors while developing toward full client relationship management.
What You’ll Do- Support financial advisors with financial planning
, portfolio reviews, and meeting prep - Input and manage client data in planning and investment software
- Attend select meetings as a secondary advisor; capture notes and action items
- Assist with servicing client relationships and insurance applications
- Participate in investment committee meetings and advisory training sessions
- Active FINRA license:
Series 7 or Series 66 (required) - Background check, fingerprinting, possible drug screening
- Strong attention to detail and interest in wealth management and investments
- Base: $60,000
- Bonus Potential: Up to $19,000
- 401(k): After 90 days, up to 4% match
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