Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
SA
Stewardship America Financial LLC
Financial Advisor- Junior Associate (Part-Time/Full-Time) Position
Career Insights for Financial Planner / Investment Consultant
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Florida data
Review key factors to help you decide if this role fits your goals. How is this calculated?
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
Job Description
Overview Stewardship America Financial is a Christian-based company in the financial industry, dedicated to providing exceptional advisory services to our clients in a supportive, faith-driven environment. While our values are rooted in Christian principles, we welcome individuals from all backgrounds to join our team. Join our dynamic team as a Junior Financial Advisor (Part-Time/Full-Time) and embark on an exciting journey to empower clients with expert financial guidance! This role offers a unique opportunity to develop your skills in wealth management, financial planning, and investment advisory services while working in a fast-paced, supportive environment. Whether you're starting your career or seeking flexible hours, this paid position is designed to help you grow professionally and make a meaningful impact on clients' financial futures. Duties Assist senior advisors in developing comprehensive financial plans tailored to client needs, including estate planning, tax strategies, and investment management. Help monitor compliance with securities laws and industry regulations, ensuring all client interactions adhere to legal standards. Participate in client meetings by taking notes, providing updates on market conditions, and following up on action items. Maintain accurate records of client interactions, transactions, and portfolio updates to ensure seamless service delivery. Skills Series 65 is required to apply for this position. All applications who do not have this licensing will be rejected. Comfortable working in a Christian-based environment (not required to be Christian but must respect our values). Strong understanding of financial concepts such as estate planning, securities law, tax experience, wills, trusts & estate law, and wealth management. Proven experience practicing in the securities industry with knowledge of FINRA regulations and financial compliance standards. Expertise in financial analysis, investment management advisory services, and portfolio management strategies. Familiarity with banking services, cash management, asset management, and financial software tools. Excellent client communication skills with the ability to explain complex topics clearly and build lasting relationships. Industry knowledge of financial regulations and experience practicing in the securities industry are highly preferred. Strong math skills combined with analytical thinking to support investment decisions and financial planning efforts. Why Join Us? Opportunity to grow in the financial industry. Be part of a faith-driven team at Stewardship America Financial that values integrity, compassion, and teamwork. Flexible part-time or full-time schedule to support work-life balance. Comprehensive training provided to set you up for success in financial advisory services.