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McKinley Wealth Management

Financial Advisor

Career Insights for Financial Planner / Investment Consultant

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Based on Florida data

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What they do

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.

$105,221 / year median in Florida

+3% projected growth

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Job Description

Financial Advisor McKinley Wealth Management Ponte Vedra Beach, FL Job Details Full-time $50,000 - $125,000 a year 4 hours ago Benefits Life insurance Qualifications Life Insurance License Series 66 Life insurance knowledge Series 7 Health insurance Annuities Life insurance sales Insurance sales Series 65 Experience practicing in the securities industry Series 63 Full Job Description Advisor to be part of team approach to Advise on Investments, Life Insurance and Annuities (Health and P&C), Estate and Tax planning with consideration, work as part of team with Marketing approaches and Prospecting to continue and or build practice within our Boutique Independent firm located in the heart of Ponte Vedra Beach, Fl. For securities licensed agents, opportunity to work with Broker Dealer as independent agent. (Required Series 7 and 63 and Series 66 or 65) Base plus - Commission based compensation based on experience and production past and future. Must be licensed with Life Health Annuity License in State of Florida or need not apply please.
Job Type:
Full-time Pay:
$50,000.00 - $125,000.00 per year
Experience:
financial advising: 3 years (Required)
License/Certification:
Series 7 and 63 (Required) Series 66 or Series 65 (Required) Life Health and Annuity License 215 (Required) Ability to
Commute:
Ponte Vedra Beach, FL 32082 (Required)
Work Location:
In person

Benefits

  • Health Insurance
  • Dental Insurance
  • Life Insurance