Financial Advisor

Location
Sarasota, Florida
Salary
Payout/salary based on product
Posted
Aug 21, 2020
Closes
Oct 20, 2020
Employment Type
Full Time
Level
Experienced

If you are genuinely interested in making a difference in the lives of individuals and families as well as growing relationships through your career – welcome home.  STAR Financial Solutions is an independent financial firm that serves its clients based on their individual specific needs and goals.

We are seeking 2 motivated individuals who are dedicated to a career as a financial advisor and financial planner, who want to work with individuals and families to plan their financial future. The Jr Advisor candidate will directly support the firm’s Senior Financial Advisor(s), while also working with clients to develop broader financial plans and provide some operational support. Both successful advisors will gain broad exposure to all aspects of running a boutique financial advisory firm with the focus of growing their own book of business.

Position Summary:

Jr. Advisor: Meet with new and prospective clients and provide financial planning and investment management advice, as well as provide service to existing clients.  You will also be coached on how to bring in new clients to grow your business.

Experienced Advisor: Service and grow your current book of business in a supportive and peaceful environment.  Independent BD rated by Investment Advisor Magazine as Broker Dealer of the Year 8 years running!  many clearing firm choices, platform choices, product choices, etc.

 

 

  • FINRA S7, S66 or S63 & S65
  • Florida Health, Life & Variable Insurance License
  • Clean U4/U5
  • CFP preferred, but not required

 

 

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