Advisory Team

JOIN OUR TEAM

DEPARTMENT:
Advisory Team

LOCATION:

Fort Walton Beach, FL

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm, Slagle Financial, in Fort Walton Beach, FL is seeking to add an Investment Advisor Representative (IAR) to our team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

JOB DESCRIPTION

As an Investment Advisor Representative (IAR) at Slagle Financial, you will bring our mission to life by building meaningful relationships and leading clients through their retirement journey. You will serve as a trusted advisor, educator, and advocate—placing long-term financial well-being at the center of every interaction.

KEY

SKILLS:

This role is ideal for someone who values connection, delivers exceptional service, and thrives in a collaborative, professionally run environment.

• Build and manage a book of business through existing relationships, referrals, and firm-provided leads.
• Lead comprehensive planning conversations using the Slagle Financial GPS™ framework to guide long-term client strategies.
• Provide ongoing investment guidance and portfolio management aligned with each client’s goals, risk tolerance, and personal story.
• Deliver high-touch service with proactive follow‑up, timely communication, and consistent accountability.
• Collaborate with internal teams, including Client Relations, Operations, and Leadership—to ensure a seamless and exceptional client experience.
• Maintain strong knowledge of firm processes, financial planning tools, compliance requirements, and fiduciary standards.
• Represent Slagle Financial at client events, workshops, and community engagements.
• Uphold fiduciary responsibilities and regulatory requirements while providing trusted, expert advice.

• Active Series 65 license, or willingness/ability to obtain promptly.
• Bachelor’s degree in finance, Business, Economics, or related field (preferred).
• Minimum 2+ years of experience in financial services, advising, or another client‑facing advisory role.
• Exceptional interpersonal and relationship‑building skills with the ability to earn trust naturally.
• Strong professionalism, high ethical standards, and excellent attention to detail.
• Proficiency with financial planning software, CRM systems, and digital communication tools.
• Self‑motivated, goal‑oriented, and committed to long‑term client success.

• Medical Insurance
• Vision Insurance
• Short‑Term Disability
• Long‑Term Disability
• Basic Life Insurance
• 401(k)
• PTO

Before applying, view the Slagle Financial Core Values and our Vivid Vision by clicking here:
Vivid Vision

* By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investment and insurance products.