Financial Advisor
Full-time
NettWorth Financial Group
Company Description NettWorth Financial Group has been serving America’s workers for more than 2 decades, focusing on helping clients make informed financial and retirement decisions. The average NettWorth professional brings over 15 years of investment industry experience, supported by ongoing continuing education to stay current on financial tools and strategies. Advisors combine in-depth knowledge of employer retirement benefits with a thorough analysis of each client’s financial situation. This blend of specialization, experience, and insight enables NettWorth Financial Group to deliver meaningful value and tailored guidance to its clients.
Role Description The Financial Advisor role at NettWorth Financial Group is a full-time, on-site position based in the Miami–Fort Lauderdale Area. The advisor will meet with clients to assess their financial goals, analyze current assets and retirement benefits, and develop customized financial and retirement plans. Day-to-day responsibilities include recommending investment strategies that align with client objectives and risk tolerance, monitoring portfolios, and conducting regular review meetings. The role also involves educating clients on financial concepts, documenting recommendations in compliance with regulatory standards, and collaborating with internal teams to ensure high-quality service. The advisor is expected to build and maintain long-term client relationships through proactive communication and follow-up.
Qualifications
- Candidates should possess a series 7 securities license.
- Candidates should have at least 2 years of experience.
- Candidates should possess good communication skills and be comfortable with public speaking.
- Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment.
Vacancy posted 18 hours ago
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