Financial Planning Advisor Position Available In Palm Beach, Florida

Financial Planning Advisor
Boca Raton, FL
Full-TimeOn-Site$85,000 – $95,000 /yr
Posted April 23, 2025 Financial Planning Advisor Position Overview
The Financial Planning Advisor is responsible for providing expert financial guidance and planning services to clients. The primary objective is to help clients achieve their financial goals through effective wealth management, tax planning, and risk assessment. Key Responsibilities
Develop personalized financial plans for clients based on their individual goals and circumstances.
Provide advice on investments, estate planning, retirement savings, and risk management.
Conduct regular reviews of clients’ financial situations and adjust plans as necessary.
Educate clients on various financial products and strategies to enhance their understanding and decision-making.
Stay up-to-date with financial regulations and market trends to provide the best advice possible.
Build and maintain strong client relationships to ensure ongoing satisfaction and trust.
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Proven experience in financial planning or wealth management.
Possession of Series 65, Series 7, and Series 66 licenses.
215 insurance license preferred.
Strong understanding of tax regulations and risk management strategies.
Excellent interpersonal and communication skills.
Ability to analyze complex financial data and make informed recommendations.
For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
Financial PlanningAdvisorWealthtaxesRiskSeries 65Series 7Series 66215 insurance
Sean Jenkins is recruiting for this position

Job ID:

SJ7-1850223

CyberCoders is an Equal Employment Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.