About Guided Financial Advisors Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation ...
About Guided Financial Advisors Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation ...
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need ...
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need ...
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need ...
Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don't need prior finance experience to join our team, but you do need ...
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
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About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
Financial Planning Associate / Paraplanner
Plantation, FL · On-site
$52 - $78/hr
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
New
Financial Planning Associate / Paraplanner
Plantation, FL · On-site
$52 - $78/hr
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
New
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
About Tobias Financial Advisors Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment ...
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
Quick apply
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
About Tobias Financial Advisors Tobias Financial Advisors is an independent, fee-only wealth management firm founded in 1980 with a simple guiding principle: always act in our clients' best interests.
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...
Financial Advisor
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Boca Raton, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Boca Raton, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Fort Lauderdale, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Fort Lauderdale, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Fort Lauderdale, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Fort Lauderdale, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Boca Raton, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisor
Boca Raton, FL · On-site
$137K - $250K/yr
Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax ...
Financial Advisors information
See Boca Raton, FL salary details
$34.3K - $43.6K
3% of jobs
$43.6K - $53K
3% of jobs
$53K - $62.3K
10% of jobs
$62.3K - $71.7K
9% of jobs
$71.9K is the 25th percentile. Wages below this are outliers.
$71.7K - $81K
11% of jobs
$81K - $90.4K
8% of jobs
The median wage is $96.5K / yr.
$90.4K - $99.7K
11% of jobs
$99.7K - $109.1K
10% of jobs
$109.1K - $118.4K
10% of jobs
$120.8K is the 75th percentile. Wages above this are outliers.
$118.4K - $127.8K
8% of jobs
$127.8K - $137.1K
19% of jobs
$34.3K
$97.3K
$137.1K
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Other
Posted 4 days ago
Job description
About Guided Financial Advisors
Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success.
Our Mission
To maximize life’s potential through aligning values and goals.
Our Values
- Integrity - to be honest with strong moral principles and ethical standing
- Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves
- Accountability - to accept responsibility for our actions, decisions, and commitments
- Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds
Responsibilities and Job Description
An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization's as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business.
- Marketing: Effectively conduct and manage marketing efforts to new and existing clients
- Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
- Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks
- Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships
Skills and Capabilities
- Coachable
- Active Listening
- Time Management
- Organization Skills
- Problem Solving
- Communication
- Presentation
- Customer Service
- Approachable
- CRM and Computer Skills
- Accurately Forecast and Achieve Goals
- Interpersonal Skills
- Networking
Compensation
Compensation can be structured between two components.
- Upfront Commission Structure
- Quarterly Bonus Incentive
Qualifications
- Bachelor's degree in finance or business related field or 1+ years experience in finance or business related field
- Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license
- Preferred but not necessary, 1+ years of financial services industry and/or sales related experience
- General knowledge on investment products and services as well as current market conditions
- Successful completion of background and assessment check
- To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.
Industry
- Financial Services
Employment Type
Full-time