Financial Advisor

Company Description

Lat Wealth Financial Advisors is dedicated to providing personalized financial services tailored to the unique goals and aspirations of every client. We understand that finances are about more than numbers—they represent the moments, memories, and milestones that define a fulfilling life. Our expertise spans holistic financial planning, wealth management, retirement and education planning, employee benefits optimization, as well as tax and insurance strategies.

Based on a foundation of trust and individualized attention, we guide our clients towards a brighter financial future with bespoke strategies and expert advice. Whether planning for life’s major milestones or securing future generations, Lat Wealth creates meaningful paths to financial success.

This is a full-time, on-site Financial Advisor role located in Clearwater, FL. The Financial Advisor will work closely with clients to understand their financial goals and craft tailored strategies for wealth management, retirement planning, investments, and other financial needs. Responsibilities include conducting financial assessments, creating customized financial plans, recommending investment options, and providing ongoing advisory support. The Financial Advisor will also ensure client satisfaction and trust through professional guidance and commitment to long-term financial success.

• Proficiency in Financial Planning and Retirement Planning, ensuring the ability to create and implement customized strategies.
• Strong knowledge of Finance and Investments to guide clients in achieving long-term growth and stability.
• Expertise in Financial Advisory and client relationship management to deliver high-quality advisory services and build trust.
• Effective communication skills and the ability to explain complex financial concepts to clients in a clear and approachable manner.
• Relevant professional certifications such as CFP, CFA, or other applicable credentials are preferred.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field is required.
• Strong analytical and problem-solving skills, combined with a client-focused mindset.

Entry level

Full-time

Finance and Sales

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