Financial Advisor

Advisory Services Group is dedicated to assisting clients in achieving financial independence in the most efficient manner. By offering tailored financial strategies, the firm focuses on delivering personalized solutions to meet each client’s unique goals. Advisory Services Group is committed to building lasting relationships and providing expert guidance at every stage of clients’ financial journeys. Join our team to make a meaningful impact in the lives of our clients.

This is a full-time hybrid role for a Financial Advisor, based in Sarasota, FL, with the flexibility to work from home on certain occasions. The Financial Advisor will provide comprehensive financial advice to clients, develop customized financial plans, conduct financial analysis, and offer investment recommendations. Daily tasks also include client relationship management, preparing reports, monitoring market trends, and ensuring alignment with clients’ financial goals.

Successful candidates will proactively collaborate with clients to identify opportunities for financial growth and risk management.

• Series 6/7 Licensed
• Expertise in financial planning, investment strategies, and portfolio management
• Knowledge of financial analysis, budgeting, and retirement planning
• Strong client relationship management and communication skills
• Proficiency with financial software and tools
• Ability to work effectively in both office and remote environments