Full-time
Financial Lead Advisor (Florida or Georgia)
Southern Wealth
Tallahassee, florida
Financial Lead Advisor (Florida or Georgia)
Industry: Financial Planning
Location: Hybrid within north Florida or south Georgia; onsite work in Tallahassee, FL required monthly
Summary of Qualifications:
- Bachelor's degree from an accredited institution
- Five (5)+ years of experience as a Financial Advisor or similar role
- Established book of business or existing relationships within your area (preferred)
- Ability to pass a rigorous criminal background check
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About Us: For two decades Southern Wealth has been inspiring clients to purposefully live fulfilling lives through insight and guidance as it pertains to their financial goals. We aim to serve our clients at every stage of life by providing investment solutions, business consulting, retirement planning, and estate planning. Our firm provides extensive centralized support to allow our...