A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
Financial Advisor - Lat Wealth Financial Advisors At Lat Wealth, we're building a new standard in financial advising—one rooted in integrity, mentorship, and long‑term relationships. We're actively seeking driven, people‑focused individuals to join our team as Financial Advisors , whether you're launching your career or looking to elevate it.
This role is ideal for:
Financial Advisors seeking mentorship, career growth, and a supportive culture—without product‑pushing or corporate pressure. Aspiring Advisors or soon‑to‑be graduates exploring financial planning and looking for structured training, hands‑on guidance, and a clear path to success. Experienced Advisors ready for greater independence, uncapped earnings, and leadership opportunities. No prior finance experience is required. What matters most is your drive, communication skills, work ethic, and entrepreneurial mindset. Through comprehensive training, ongoing mentorship, and access to industry‑leading resources, we empower our advisors to perform at their highest potential. Key Responsibilities Identify and engage prospective clients, setting appointments to begin their journey toward financial well‑being. Partner closely with an experienced mentor, participating in client meetings and learning how to assess each client's unique financial needs. Develop and execute a personalized marketing strategy to expand your reach and impact within your community. Create customized, comprehensive financial plans aligned with each client's goals and aspirations. Build and nurture long‑term client relationships, offering guidance and tracking progress over time. Provide ongoing consultation and support to ensure clients remain on track toward their financial ambitions. What We Offer Personalized Mentorship One‑on‑one coaching with local industry leaders who provide guidance, feedback, and support throughout your development. Comprehensive Training Program A robust curriculum covering financial planning, innovative marketing strategies, consultative sales, exceptional client service, and regulatory compliance. Unlimited Earning Potential A performance‑based compensation structure with opportunities for top advisors to earn $100,000+ in their first year . Career Growth & Leadership Pathways Advance into senior advisor roles, compliance, field management, or corporate leadership—your growth is driven by your ambition, not a rigid timeline. Qualifications Associate's or Bachelor's degree (business or related field preferred). Eligibility to obtain required licenses. U.S. Citizenship or Permanent Resident status. A results‑driven mindset and comfort with a compensation model based on performance. Why Lat Wealth Financial Advisors? We're committed to redefining what a financial advising career can look like. At Lat Wealth, your potential isn't capped by tenure or title—it's shaped by your ambition, your integrity, and your desire to help others build financial security. If you're ready to build a career with purpose, ownership, and long‑term growth, we'd love to meet you. www.latwealth.com
Job Types:
Full-time, Permanent Pay:
$56,823.29 - $125,000.00 per year
Benefits:
Health insurance Ability to
Commute:
Clearwater, FL 33760 (Required) Ability to
Relocate:
Clearwater, FL 33760: Relocate before starting work (Required)
