Company: Meron Financial Agency

Location: Orlando, FL

Expected salary:

Job date: Sun, 29 Jun 2025 06:18:21 GMT

Job description:

Job Title: Financial Advisor

Job Description:

As a Financial Advisor, you will play a pivotal role in helping clients achieve their financial goals through personalized planning and investment strategies. Clients will be directed to you via targeted digital marketing initiatives and in-house lead generation efforts, ensuring a steady stream of potential clients eager for your expertise.

Key Responsibilities:

• Provide tailored financial advice to individuals and businesses, addressing their unique needs and objectives.
• Develop and maintain strong relationships with clients, ensuring exceptional service and ongoing support.
• Utilize cutting-edge digital marketing techniques to attract and engage potential clients.
• Conduct thorough financial analyses to create customized investment plans.
• Stay updated on market trends and regulatory changes to offer informed recommendations.
• Collaborate with team members and support staff to streamline client onboarding and service delivery.

Qualifications:

• Proven experience in financial planning or a related field.
• Strong communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Relevant certifications (e.g., CFP, CFA) are a plus.

Compensation:

Many advisors in this role have the potential to earn $120K or more, with earnings influenced by client acquisition, retention, and satisfaction.

Join our team and leverage your expertise to help clients secure their financial futures while enjoying a prosperous career!