Associate Financial Advisor, St. Pete FL

About Guided Financial Advisors, St. Pete FL.

Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success.

Our Mission

To maximize life’s potential through aligning values and goals.

Our Values

Integrity - to be honest with strong moral principles and ethical standing

Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves

Accountability - to accept responsibility for our actions, decisions, and commitments

Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds

Responsibilities and Job Description

An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business.

Marketing: Effectively conduct and manage marketing efforts to new and existing clients

Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients

Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks

Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships

Skills and Capabilities

Coachable

Active Listening

Time Management

Organization Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM and Computer Skills

Accurately Forecast and Achieve Goals

Interpersonal Skills

Networking

Compensation

Compensation can be structured between three components.

Competitive Base Compensation

Upfront Commission Structure

Quarterly Bonus Incentive

Qualifications

Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field

Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license

Preferred but not necessary, 1+ years of financial services industry and/or sales related experience

General knowledge on investment products and services as well as current market conditions

Successful completion of background and assessment check

To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.