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Financial Advisor

Employer
Evershore Financial Group
Location
Boca Raton + Palm Beach Gardens
Salary
competitive based on experience + incentives + full benefits
Closing date
Apr 13, 2023

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

ARE YOU…?

  • …looking to work at one of the “Best Companies to Work For” (Florida Trend - 8 years running)
  • …wanting to be part of the “Best Place to Work” (Orlando Business Journal and South Florida Business Journal 2020)
  • …tired of working for “big box financial”?
  • …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?
  • …confident in your background, experience, and acumen in working with individuals and businesses to reach common goals?
  • …exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy?
  • …wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged?

 

If you answered “YES” to any of the above, we may be the ideal home for you!

 

Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty.

 

Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland.

 

At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don’t hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a benefits & compensation package based on your experience.

 

What does this mean for you?

  • We specialize in practice growth and the ability to help advisors become more sophisticated in their practice.
  • Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book’ experience.
  • You will receive unmatched mentoring relationships, joint work, support, and collaboration.
  • We start with the end in mind and practice what we preach so our advisors have access to succession planning tools and a guided future.
  • We support our family of advisors with excellent benefits, for example:
  1. Subsidized Medical/Dental/Vision
  2. 401k match
  3. Company-sponsored long- and short-term disability coverage & life insurance
  4. Non-qualified deferred compensation for top-performing advisors
  5. Local, national, and international awards trips & conferences

 

ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….?

  • …the desire to be and think like a business owner – matching work ethic, growth ambition, and capability to execute business initiatives?
  • …the ability and willingness to cultivate long-term client relationships?
  • …the goal of building equity in your career, opposed to growing a corporate bottom line?
  • …a combination of confidence, competitiveness, humility, and willingness to learn from others?
  • …the strong commitment to success – for you, the team, and most importantly – your clients?
  • …or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner?

 

Again, if you answered “YES” to any of the above – CLICK TO APPLY NOW! Your successful career with Evershore awaits!

 

Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com. 4559576 DOFU 3/2022

Company

Under the leadership of Robert D. Barboni, LUTCF, CFP®, Evershore Financial Group is a full-service financial firm offering a variety of products and services from many of the strongest and most respected companies in the industry. Evershore Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and business owners. The firm is headquartered in Palm Beach Gardens, FL and has additional office locations in Orlando and Boca Raton, Florida.

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