Associate Financial Advisor

Florida Financial Advisors is a full‑service financial planning firm dedicated to helping individuals, families, and business owners achieve long-term financial well‑being. Our advisors provide holistic, client‑centered guidance across investments, retirement planning, insurance, and wealth management. We value integrity, professionalism, and a strong commitment to client service. Position Summary The Associate Financial Advisor / Client Service Associate plays a critical support role within our advisory team. This position combines client relationship management, operational support, and foundational financial advising responsibilities. You’ll work closely with senior advisors while gaining hands‑on experience toward becoming a fully licensed, client‑facing financial advisor. This is an ideal role for individuals early in their financial services career who are motivated, detail‑oriented, and passionate about helping clients achieve financial wellness. Key Responsibilities Client Support & Relationship Management Serve as a primary point of contact for client inquiries, service requests, and follow‑up actions. Prepare client meeting materials, reports, and financial planning documents. Support onboarding of new clients, including paperwork, account setup, and ongoing communication. Maintain accurate client records and ensure all documentation meets compliance requirements. Assist senior advisors with scheduling, meeting preparation, and follow‑up tasks. Conduct basic research related to investment products, financial planning strategies, and market information. Help gather client financial data, statements, and documentation for analysis. Participate in client meetings as appropriate to learn the advisory process. Operations & Administrative Responsibilities Process account paperwork, transfers, and service requests with accuracy and timeliness. Coordinate with internal departments (operations, compliance, etc.) to ensure smooth client service. Track and manage tasks, deadlines, and next steps within the CRM and workflow systems. Professional Development Study for and obtain required industry licenses (Series 7, Series 66, Life/Health Insurance). Participate in ongoing training, mentorship, and skill development programs. Progress toward increased client‑facing responsibilities as competence and licensing grow. Qualifications Candidates must hold FINRA SIE, Series 65, Series 6 & State Life insurance License Prior experience in financial services, client service, or administrative support is a plus. Strong organizational skills and high attention to detail. Ability to handle sensitive information with confidentiality and professionalism. Proficiency with Microsoft Office, CRM systems, and overall tech comfort. Client‑focused mindset Professionalism and integrity Ability to work in a fast‑paced environment #J-18808-Ljbffr