Junior Financial Advisor
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-06
Listing for:
Leeds Professional Resources
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
We are seeking a motivated, client-focused Junior Financial Advisor to join our growing team. This is an excellent opportunity for an advisor looking to build a successful career without the pressure of generating all of their own leads. This role offers a base plus bonus and commission. This role requires fluency in English and Spanish and a Series 7.
Unlike many advisor positions, this role receives qualified inbound business through our broker-dealer platform, allowing you to focus on what you do best—building relationships, providing financial guidance, and delivering exceptional client service.
Key Responsibilities
- Meet with prospective and existing clients provided through inbound referrals and company-generated opportunities.
- Conduct comprehensive financial reviews and identify clients' financial goals.
- Develop personalized financial strategies and investment recommendations.
- Educate clients on retirement planning, wealth management, insurance, and investment solutions.
- Build long-term relationships through exceptional service and regular follow-up.
- Maintain accurate client records and ensure compliance with all regulatory and firm requirements.
- Collaborate with senior advisors and support staff to deliver a seamless client experience.
- Stay current on market trends, financial products, and industry regulations.
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- FINRA Series 7 and Series 66 (or 63/65) licenses preferred or willingness to obtain within a specified timeframe.
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving abilities.
- Self-motivated with a genuine passion for helping clients achieve financial success.
- High ethical standards and commitment to acting in clients' best interests.
- Previous experience in financial services, banking, insurance, or sales is a plus but not required.
What We Offer
- Qualified inbound client opportunities through our broker-dealer.
- Competitive base compensation plus performance-based incentives.
- Comprehensive training, mentorship, and ongoing professional development.
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