Financial Advisor Salaries in Florida

Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department…

$72,280 - $108,160 a year

Licensing (Required): Active Series 65, Series 66, or CFP® designation, plus a Life & Health Insurance license. Education: Bachelor’s degree required.

$90,000 - $150,000 a year

6 days ago

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run…

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…