Financial Advisor

Destin, Florida
$75,000 base salary + bonus + benefits
Jul 26, 2021
Aug 25, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Arbor Wealth Management LLC - Associate Financial Advisor 

Arbor Wealth Management LLC, a Destin, Florida-based independent RIA firm is looking to expand our team by adding a new Associate Financial Advisor. If you are an experienced CFP® practitioner (or are an experienced advisor preparing for the CFP exam) ready to join a fast-growing firm run by a dynamic team of professionals, Arbor Wealth is the firm for you.

Arbor Wealth Associate Financial Advisor Expectations:

  1. Work with the firm's lead financial advisors to provide client-facing support for meetings and communications. 
  2. Lead financial planning engagements with clients.
  3. Develop an area of expertise to eventually become a lead advisor with a specialty at the firm. 

Arbor Wealth's Keys to Success:

  1. Team player and a can-do attitude that is comfortable with a dynamic workflow.
  2. Embrace a work-hard, play-hard company culture.
  3. Consistently sharpen client communication skills and overall professional skills.

Preferred Qualifications:

  • Bachelor’s degree
  • 2-5 years financial planning experience
  • CFP® certification preferred (preparing for the exam is acceptable)
  • Proficient with MS Office is a must. If you have experience with our tech stack (Orion, MoneyGuidePro, Wealthbox, Holistiplan, Lacerte, Teams) please note in your cover letter as it is a big bonus.

Arbor Wealth Associate Financial Advisor Employee Benefits:

Our competitive salary is commensurate with experience. Performance-based bonuses are commonly paid annually but are not guaranteed. We also provide a wide range of employee benefits including:

  • Professional License and Professional Development (CE) Cost Reimbursement & Bonus Program
  • 401(k) with non-discretionary employer contributions
  • Defined benefit pension plan with non-discretionary employer contributions
  • Paid leave (capped 20 days per year, non-cumulative) plus all market holidays
  • Volunteer Paid Time Off
  • 50% Employer paid medical & dental insurance

When applying include a cover letter with your resume!