Financial Advisor - Mount Dora, FL - Market 18, Region 147

Financial advisors partner with clients to help them achieve their long-term financial goals, developing and growing their own practice with support from a branch team, home-office team, and regional financial advisors.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns
• Oversee branch processes, roles, and responsibilities
• Engage the branch team to create, monitor, and adjust the branch business plan
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Benefits

• Paid training
• Salary for the first five years as you begin to build your practice
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch office to your region to the home office