Financial Advisor - Fort Lauderdale, FL
The Financial Advisor role at Confidential Client is an entry-level position focused on assisting clients in defining financial goals and creating tailored investment plans. The advisor will conduct financial assessments, maintain strong client relationships, and stay updated on market trends while engaging in ongoing professional development within a collaborative team environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
Confidential Client is seeking an entry-level Financial Advisor to join their Accounting & Finance team in Fort Lauderdale, FL. This role is client-facing and focused on helping individuals define financial goals and implement tailored investment and planning strategies. The position offers hands-on training, mentorship, and opportunities to develop core financial-planning skills.
What You’ll Do
- Assist clients in defining financial goals and creating tailored investment plans
- Conduct financial assessments and recommend appropriate products and services
- Build and maintain strong client relationships through excellent service
- Monitor market trends and support investment strategy discussions
- Participate in ongoing training and professional development
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field
- Strong analytical skills and attention to detail
- Excellent verbal and written communication skills
- Ability to develop and maintain client relationships
- Self-motivated, coachable, and eager to learn about financial services
Nice-to-Haves
- Working toward finance certifications (CFP, CFA) a plus
- Prior customer service or sales experience
- Familiarity with financial planning software/tools
- Basic understanding of investment products and markets
- Community involvement or volunteer experience in finance-related initiatives
Employment Type & Location
- Employment type: Full-time
- Location: Fort Lauderdale, FL (on-site / client office)
Compensation
- Estimated base (from source): $75,539 per year (estimated)
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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