What are the responsibilities and job description for the Financial Advisor position at Confidential?
JOB TITLE: Financial Advisor
POSITION: Full Time
Location: Fort Lauderdale, FL (Remote)
Position Responsibilities:
Role Description
This is a full-time Financial Advisor. As a Financial Advisor / Partner, you will be responsible for providing comprehensive financial planning and advisory services to our clients. This includes analyzing client financial situations, developing personalized financial plans, providing advice on investments and retirement planning, and guiding clients towards their financial goals. This role is hybrid, with the expectation that you will work primarily in our Florida location but with flexibility for some remote work.
Qualifications
Ability to bring assets is a must
Series 65 or other license allowing you to be registered as a Financial Advisor
Partner opportunity with attractive fixed / variable compensation equity for the right candidate
