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Trainee Ex Financial Advisor Jobs in Florida (NOW HIRING)

AMP Financial Advisor Trainee

Jacksonville, FL · On-site

$39K - $48K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client ...

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Trainee Ex Financial Advisor information

What is the difference between Trainee Ex Financial Advisor vs Financial Advisor?

AspectTrainee Ex Financial AdvisorFinancial Advisor
CertificationsTypically in training, may hold basic certificationsRequires professional certifications like CFP or CFA
Work EnvironmentLearning-focused, supervised environmentClient-facing, independent or team-based
Experience LevelEntry-level, gaining industry experienceExperienced, providing financial advice
Job RoleAssisting senior advisors, learning industry practicesProviding financial planning and investment advice

The main difference is that a Trainee Ex Financial Advisor is in training and gaining experience, while a Financial Advisor is fully qualified and actively advising clients. The trainee role focuses on learning and development, whereas the financial advisor role involves independent client management and decision-making.

What are the most commonly searched types of Ex Financial Advisor jobs in Florida?

The most popular types of Ex Financial Advisor jobs in Florida are:

What are popular job titles related to Trainee Ex Financial Advisor jobs in Florida?

For Trainee Ex Financial Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Trainee Ex Financial Advisor jobs in Florida look for?

The top searched job categories for Trainee Ex Financial Advisor jobs in Florida are:

What cities in Florida are hiring for Trainee Ex Financial Advisor jobs?

Cities in Florida with the most Trainee Ex Financial Advisor job openings:

Financial Advisor Trainee

Florida Financial Advisors

Tampa, FL • On-site

$38K - $47K/yr

Other

Posted 4 days ago


Job description

Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm based in Tampa, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial planning, wealth management, retirement planning, tax strategies, insurance and risk management, and estate and legacy planning. At FFA, we aim to simplify complex financial decisions, empower our clients, and deliver the highest standard of care.


Role Description

This is a full-time on-site role for a Financial Advisor at Florida Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, wealth management, providing investment recommendations, and offering financial advisory services to clients.


The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.


Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy


Qualifications

  • Bachelor's degree
  • Strong understanding of the investment business
  • Excellent interpersonal skills