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Financial Advisor, Career Changer Opportunity

Striano Financial Group · Boca Raton, FL · Financial planning and advisory team

Compensation

$80k – $110k /yr

Employment type

Full-time

Work setting

On-site

Location

Boca Raton, FL

Schedule

Day shift

Posted

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Job overview

The Financial Advisor, Career Changer Opportunity is an onsite role in Boca Raton, FL. The posting lists an annual salary range of $80,000–$110,000. The Striano Financial Group team supports individuals and businesses with personalized financial planning and insurance solutions, with a stated mission of helping clients pursue financial security.

What you'll do

  • Consult with clients about financial goals and concerns
  • develop plans covering investments, insurance, and retirement
  • recommend and implement insurance strategies
  • monitor plans and adjust them as circumstances change
  • and build a client network through referrals, community involvement, and professional associations.

What we're looking for

Skills & competencies
financial advisor
financial planning
career changer
client consultation
insurance solutions
retirement planning
boca raton fl
striano financial group
$80k–$110k
training
mentorship
flexible schedule
health insurance
401(k)
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Retirement benefits, performance bonuses, company parties, dental, health, and vision insurance, flexible scheduling, advancement opportunities, training and development, professional licensing support, and mentorship.

Why this role

Training, mentorship, and professional licensing support are available for career changers; required licenses may include Series 6, Series 63, and state insurance licenses.

About the employer

Striano Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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