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Financial Advisor

$100,000-150,000/year

Knowhirematch

Miami, FL, USA

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Financial Advisor Compensation: $100,000–$150,000 (Plus additional upside based on portfolio performance) Locations: Multiple offices in NY/NJ, Florida, Philadelphia, and Pittsburgh About Us We’re a team of seasoned entrepreneurs serving fellow business owners and high-net-worth clients. Our mission is to deliver tailored, fee-based financial strategies that help individuals, families, and privately held businesses achieve their long-term goals. What You’ll Do Build & Maintain Plans: Design comprehensive, fee-based financial plans for individuals and families. Investment Advisory: Craft investment proposals, model asset allocations, and oversee portfolio construction. Portfolio Management: Execute trades, rebalance portfolios, and monitor performance. Client Engagement: Conduct one-on-one and team meetings—often alongside a partner—to review and update financial strategies. Client Service: Address client inquiries and service requests promptly throughout the year. Business Development: Drive growth by acquiring new clients and nurturing existing relationships. Requirements What We’re Looking For Education: Bachelor’s degree in Finance, Business, or related field. Experience: Minimum 4 years as a personal financial advisor or planner. Credentials: CFP (or similar) strongly preferred. Series 65 and insurance licenses ideal. Skills: Exceptional communication and interpersonal abilities Strong organizational and computer skills Highly motivated with a track record of success Benefits Why Join Us? Competitive Base Salary with performance-based upside New Business & Referral Bonuses Annual Anniversary Bonus Unlimited PTO for professional staff Flexible Work Environment to support work/life balance 401(k) Plan with company match and profit sharing Comprehensive Benefits: Medical, dental, vision, life insurance, and disability coverage Additional Perks: Critical Illness & Accident Insurance 10.5 Paid Holidays Tuition Reimbursement Annual Performance Reviews If you’re passionate about helping entrepreneurs and high-net-worth clients navigate their financial journeys, we’d love to hear from you. Apply today!

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Location
Miami, FL, USA
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workable

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