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Financial Advisor (No Prospecting | Base Pay | Lead Advisor)

LSF Capital Group
Fort Lauderdale, Florida, US
$80K-$120K a year
Full-time

Financial Advisor Opportunity at LSF Capital Group

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Join the team at LSF Capital Group, a highly regarded firm specializing in retirement planning and wealth management. At LSF Capital, we break away from traditional advisory approaches, crafting personalized financial journeys to secure the futures of our clients.

Role :

As a Financial Advisor, you'll be a vital link for our new and existing clients, guiding them to achieve their financial goals through a diverse range of financial planning services.

With growing experience, you'll have the chance to expand your role, contributing to attracting new clients, fueling our firm's growth, TV appearances, and leading seminars!

Base Pay - $70,000 - 120,000 + Commissions, Bonuses, etc.

Key Responsibilities :

  • Develop and execute comprehensive financial plans, covering savings, insurance, and investment strategies.
  • Regularly assess and adjust clients' financial plans to meet evolving needs, aspirations, and circumstances.
  • Collaborate with senior advisors to enhance client strategies and broaden our service offerings.
  • Cultivate and sustain client relationships, delivering exceptional service and showcasing our value in their financial planning.
  • Engage in networking and promotional activities to boost business growth.

Required Qualifications :

  • Exceptional analytical, interpersonal, and communication skills.
  • Strong commitment to ethical practices and adherence to regulatory standards.
  • Active Life Insurance License is a must.
  • Series 65 / 66 certification.

Why LSF Capital?

We're more than a company; we're a family of professionals united in empowering individuals and families to achieve financial independence.

LSF Capital Group is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Join us in Fort Lauderdale and embark on a journey to shape your career and the financial future of our clients.

Job Type : Full-time

Pay : $80,000.00 - $120,000.00 per year

Benefits :

  • Health insurance
  • Paid time off

Ability to Commute :

Fort Lauderdale, FL 33309 (Required)

Work Location : In person

J-18808-Ljbffr

3 days ago
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