wealth manager

recruiting coordinator

interviewer

financial administrator

administrative assistant

Florida Financial Advisors

Do not work here if you are not ready to go months without income. Lots of smoke and mirrors here depending on location-based recruitment challenges.

Before you start, you take $800 of licensing exams for licenses that will only get you hired here. Largely virtual job you will need a PC. If you pass all 3 on the first attempt they will reimburse you if/when you hit your "fast start".

Pay: It is commission based pay only- what they call quarterly "financing" is $600/week if you keep up "fast start" quotas. Difficult for new advisors; once hired you will hear stories of it taking 8 months or more for some people to earn the "fast start". Some people then lose the financing and are forced to maintain jobs on the side. Meetings you set are run by someone else so until you learn how to do it yourself your success is dependent on your covering manager. If they taught you to be independent they would lose out on earnings. Covering managers get 15%- great if you end up leading a big team. Without coverage you pay "fees" and then keep 85% of the remaining revenue you generate.

Typical day: 7am-7pm. You get limited unqualified leads then make hundreds of cold calls, and attend redundant "development" classes 3 times per week. If you set a meeting you spend 30 minutes to an hour with a prospective client over zoom. Convincing people they would benefit from the work and demonstrating how can take weeks, the work itself takes minutes.

Culture: A group of persuasive young entrepreneurs with varying ethical boundaries. Some nice folks, some real sociopaths. Great energy in the office at times, but you hear stories of clients being put into unsuitable investments for the advisor's monetary gain. Some very wealthy young professionals that you would not trust around your family.

If you have no finance background, you don't mind blurring the lines a bit, and you want a shot at a quick buck this is your place.

If you actually want to help people and be in a professional setting go with a legit firm.

Working at Florida Financial Advisors has been an incredible journey that has filled my professional life with joy and growth. From the moment I joined this organization, I was embraced by a culture that exudes professionalism, friendliness, and a genuine commitment to excellence.

One of the standout qualities of Florida Financial Advisors is the unwavering dedication to professionalism that shows in every aspect of the workplace. From the attention to detail in our financial analyses to the prompt and reliable service we provide to clients, there is a sense of integrity that is shown in the services we provide. 

The friendly and inclusive environment at Florida Financial Advisors gives a sense of belonging among the team members. The management team and colleagues are not only highly competent, but also approachable and supportive. There is a genuine spirit of collaboration and teamwork that allows for open communication and the sharing of ideas. This positive atmosphere encourages personal and professional growth, as everyone feels empowered to contribute and make a difference.

In addition to the incredible work environment, Florida Financial Advisors provides ample opportunities for career progression and recognition. Hard work, dedication, and exceptional performance are acknowledged and rewarded. The company organizes regular team-building activities, social events, and employee appreciation initiatives that further strengthen the bond among colleagues and create a sense of belonging. 

Florida Financial Advisors truly stands out in the financial industry, and I am proud to be a part of it.

You are expected to arrive at 7am and leave around 6pm. There is no base salary; only commission. In the interview process, they make it seem as though you will be quickly reimbursed for your exam fees and that you will receive 600/week once you sell a commission product. What they don't tell you is that those 600/week are not coming from the company. Instead, only 50% of your commission is paid to you when you sell the product and the other 50% is held by the company as an interest-free loan from you to them and is only paid to you in increments of $600/week. They advertise their leads as being warm/semi-warm. In actuality, they are as cold as leads could possibly be. You will be calling people who have never expressed interest in financial advising and most of them will be at work or on vacation. Do not work here if you want to make money in your first 1-2 years. The only people actually making money are the managers because they take a percentage of everything the people under them sell. The oldest person in the office is in their early 30s and cannot be considered a "seasoned financial professional" as they advertise. Even though the job is considered an independent contractor position, they require you to be in the office from 7am-6pm every weekday. They expect you to cold-call 70-120 people per day and, on average, set 1-3 meetings.

-FFA provides the platform to build a great career for oneself. 
-Close mentorship and training makes it difficult for inexperienced advisors to fail.
- Education/constant learning. Focus on becoming a better advisor everyday. (daily zoom classes, peer to peer practice/role play, in-office classes etc.)
- Impact. Ability to build close knit relationships with clients and guide them to financial freedom. Extremely fulfilling career if you like building relationships and changing lives! (certainly a client facing role)
- Independence with simultaneous support of management team and back office infrastructure.
- Opportunity for huge income in a short amount of time. (Those that are willing to bet them on themselves succeed the most. )
- Opportunity to leap into management in a short amount of time. Massive potential to grow into a great leader and make an even great positive impact!
- Online Zoom/Teams meetings help optimize efficiency, fast-paced exciting work days.
- Building presentations, analyzing client's current financial landscape.
- Focus on middle class Americans, those that need the help the most! (Tax strategies, debt strategies, investments, 401k strategies)
- Fiduciary. Client is always first and foremost.

What is the best part of working at the company?
The company culture is great. Everyone working at FFA is really friendly and willing to help out newer employees.

What is the most stressful part about working at the company?
Definitely the lack of income. This job is solely commission based, and it takes a while to establish a book of business.
Making cold calls all day long isn't exactly fun either.

What is the work environment and culture like at the company?
The company culture is great! The work environment is rather loud as everyone is on the phone or in a meeting all on the same floor. This should improve if/when the office location is moved.

What is a typical day like for you at the company?
Make a ton of cold calls, have a few 30-60 minute meetings. 
Development in the morning and afternoons.
Days are long; they start at 7:30 AM and ends around 6:30 PM.

You get here after getting your licenses, and you quickly realize its not what they made it out to be in the interview process. The "education" is always focused around convincing people they are in a bad position financially and it can be made better with FFA's "help". 

If you do manage to convince someone to pay for financial advice, the "advice" is basically putting them into 1 of 4 different insurance/annuity products that allows the company to make more commission. 

I do NOT feel like a fiduciary at all. On paper, yes we are fiduciaries but honestly it does not feel that way. If you are already in the process of getting your licenses, I would do that and then apply to a better well-known company where they will have a REAL training program. 

Working here has been great! The best part is I've had the privilege of contributing to the financial well-being of our clients in Florida. From the outset, I've been welcomed by the experts in the field. We offer personalized service and meticulous attention to detail. Let me also mention the company's dedication to understanding our clients' dreams. I appreciate how we integrate our clients' career paths and benefits packages into their financial plans. I think this is a holistic approach to their future. What truly stands out is the culture of continuous improvement. Here, we're encouraged to stay ahead of industry trends and anticipate the evolving needs of our clients. It's a fulfilling experience to be part of a company that prioritizes excellence in financial planning and encourages team effort.

The company culture is supportive and growth-oriented, with a team of young professionals at similar career and life stages. If you're skilled, promotions come quickly, and there are constant opportunities for improvement. There's always someone ahead or at your level to seek guidance from, both professionally and personally. The shared experiences create a strong support system, where successful colleagues act as mentors, offering advice on career growth and life decisions. Whether it's work-related or personal challenges, there's always someone to turn to for guidance, making it an environment that fosters both success and development.

Your day-to-day at Florida Financial consists of pressure from managers to -cold call- people pushing them to pay for advice that is essentially a sales pitch of a few different insurance-based products. This firm preaches self-directed schedules and flexibility. It's not the case. You are a contractor with no benefits or base pay but are required to bend to particular additions to your schedule. When you need time for yourself you are always pressured to dial more. 

I value the compensation structure, the culture, and the training model. The compensation model allows for flexibility in how we are paid, allowing a multitude of different ways we can be paid. It also allows for completely uncapped income. We get compensated for the work we put in, with no ceiling. The training model and development of new advisors is unlike any other company I have seen. The company allows you to be an advisor on day 1, and develop you quickly into becoming an independent financial advisor. The culture is amazing, with a lot of independence and fun events throughout the week, like happy hours, sports game, etc.

Top Job Titles	Average Salary
Wealth manager 29 salaries reported	$85,000 per year
Recruiting coordinator 4 salaries reported	$22.00 per hour
Interviewer 2 salaries reported	$25.00 per hour
Financial administrator 1 salary reported	$20.00 per hour
Administrative assistant 1 salary reported	$20.00 per hour

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