Financial Advisor - Altamonte Springs

Only for registered members Altamonte Springs, United States

3 weeks ago

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Job summary

We are a premier wealth management company seeking a motivated and licensed Associate Advisor to join our team.

This role offers an opportunity to work closely with senior advisors, gain hands-on experience in financial planning, and build strong client relationships.


Responsibilities

  • Input data into planning software and assist with portfolio review meeting preparation.
  • Gather product information and support primary advisor in meeting preparation.
  • Attend select client meetings as a secondary advisor to take notes, complete dictations, and manage action items.

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