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Financial Advisor

My Investment Path · Coral Gables, FL · Advisory Services

Employment type

Full-time

Work setting

On-site

Location

Coral Gables, FL

Schedule

Day shift

Posted

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Job overview

The Financial Advisor is an onsite/remote position located in Coral Gables, FL. Compensation is performance-based, and the role supports the advisory team at My Investment Path. This role exists to provide expert financial guidance and develop customized investment strategies. It contributes to the company's goals by helping clients achieve financial well-being and building long-term relationships.

What you'll do

  • Provide financial guidance
  • Develop customized financial and investment strategies
  • Track implementation
  • Understand client financial goals
  • Build strong client relationships
  • Stay updated on financial trends.

What we're looking for

Skills & competencies
full-time
hybrid
coral gables fl
financial advisor
finance
investment
401k
series 65
series 66
sie
Work arrangement
  • Weekend coverage required

Why this role

Performance-based compensation; focus on 401k strategies.

About the employer

My Investment Path 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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