Financial Advisor Associate / Client Service Advisor

Financial Advisor Associate / Client Service Advisor Group 10 Financial, LLC Maitland, FL Job Details Full-time $55,000 - $70,000 a year 21 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Gym membership Professional development assistance Life insurance Qualifications Financial planning Teamwork Customer service Bachelor's degree Organizational skills Financial services Life & Health Insurance License Full Job Description Group 10 Financial, LLC Maitland, FL | Full-Time | In-Office About Us Group 10 Financial is a boutique wealth management firm in Maitland, FL helping retirees and pre-retirees navigate retirement income, investments, taxes, healthcare, and legacy planning. We are hiring a full-time Associate Financial Advisor / Client Service Advisor to support our growing team. This is an in-office career-track role for someone who: enjoys helping clients thrives in a structured environment follows through consistently communicates professionally wants long-term growth in the financial industry The Role This is a career-track Associate Wealth Advisor role (about 70% client service / 30% growth ) with a clear path to Lead Advisor . You'll work closely with a Lead Advisor, support client relationships, and gradually take on more responsibility — including servicing clients, participating in growth initiatives, and developing into a future producer.

Work style:

100% in-office (Maitland, FL) Client meetings via in-person and Zoom Competitive base salary + performance bonus Long-term growth opportunity What You'll Do Support and service existing clients (RMDs, income planning, investment planning, distributions, legacy planning support, etc.) Prepare for and follow up after client meetings Lead client progress reviews (with support as needed) Coordinate with custodians and financial institutions on account opening, transfers, and maintenance Process service requests and paperwork accurately from start to finish Maintain detailed client records in CRM and planning software Communicate proactively with clients to ensure timely follow-through Participate in team meetings, seminars, and educational events Follow established processes and help improve workflows Our Culture We are a high-energy, team-first office that values: professionalism follow-through positivity accountability growth mindset taking care of people We work hard, move quickly, and support each other like a team.

What We're Looking For Required:

Bachelor's degree 1-3 years experience in financial services Strong organization, communication, and follow-through Client-service mindset and coachability Comfortable in a structured, fast-paced environment

Licensing:

Florida Health & Life License (preferred) Series 65 (preferred — or willingness to obtain within 3-6 months) What's In It For You Competitive base salary (career-track range) Performance-based bonus with upside Health insurance + 401(k) with match (dental, vision, life insurance, HSA available) PTO + all holidays off (including your birthday) Gym membership Professional development and mentorship Team-oriented, high-standards culture with room to grow Next Step — Short Intro Video As part of our process, you will need to submit a brief intro video (about 3 minutes or less) so we can get a feel for communication style and culture fit. This doesn't need to be polished — phone or webcam is perfect. In this quick intro video tell us about who you are, why this role caught your attention, a little about your background, and your future goals. That's it. You can submit that video along with your Resume to or at: https://group10financial.com/send-secure-files/ This Role Is NOT a Fit If You prefer remote or hybrid job settings. You struggle with organization or follow-through You are looking for a short-term position You're uncomfortable being coached or dislike structure and accountability You are not a team-first contributor willing to step in where needed You are uncomfortable working in a fast-paced office environment Interested? Turn in your Indeed Application. We review applications carefully and move quickly for the right fit. Send your intro video to or upload to https://group10financial.com/send-secure-files/

Job Type:

Full-time Pay:

$55,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Vision insurance Application Question(s): Are you willing to record a short 3-minute intro video as part of the interview process? (Submit videos to or https://group10financial.com/send-secure-files/) YES or NO Are you willing to obtain your Series 65 license within 6 months if hired? YES or NO What specifically about this role and our company caught your attention? Describe a role or experience where organization and follow-through were critical. What are you doing currently and why are you interested in building a long-term career in financial services? What is your education and work experience in the financial services industry? Please explain and share the length of your experience. Which statement best describes you when working on a team? (You can choose no more than 2) A) I enjoy taking charge and making decisions quickly. B) I focus on building relationships and keeping the mood positive. C) I prefer following clear processes and ensuring tasks are done accurately. D) I like to support others and create a harmonious work environment.

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

License/Certification:

Life & Health Insurance License (Preferred) securities license (Series 65, Series 6, Series 7, etc.)? (Preferred) Ability to

Commute:

Maitland, FL 32751 (Required)

Work Location:

In person