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Lead Financial Advisor - Retirement & Strategist
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-02-16
Listing for:
Oxford Advisory Group
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Orlando seeks a Lead Financial Advisor to build relationships and enhance client strategies. The chosen candidate will not need to prospect for clients, as all leads are provided. They will assess clients' financial situations, provide strategic advice according to fiduciary standards, and assist in onboarding processes. Candidates should possess a relevant degree, licenses, and strong interpersonal skills.
This position is primarily commission-based with full benefits after training.
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