Associate Financial Advisor

Company Description Guided Financial Advisors is an independent, full-service firm specializing in comprehensive financial planning and wealth management. Built on strong core values, the firm is dedicated to understanding clients' unique goals, values, and priorities. Guided Financial Advisors develops personalized strategies to help clients achieve their financial objectives and long-term success. We take pride in fostering trust and providing tailored solutions for every client. Role Description This is a full-time, on-site role for an Associate Financial Advisor based in St. Petersburg, FL. The Associate Financial Advisor will assist with preparing financial plans, analyzing client portfolios, and providing personalized recommendations in line with clients' financial objectives. They will also support retirement planning, conduct financial assessments, and collaborate with clients to explore investment strategies. The role will involve regular client communication to ensure a high standard of service delivery. Qualifications Proficiency in Financial Planning, Retirement Planning, and Financial Advisory Strong knowledge of Finance and Investments principles Excellent analytical thinking and problem-solving skills Strong written and verbal communication abilities Attention to detail and aptitude for building long-term client relationships Relevant certifications such as CFP or plans to pursue certification are desirable Bachelor's degree in Finance, Accounting, or a related field preferred Experience in financial services or a client-facing advisory role is a plus #J-18808-Ljbffr