Financial Advisor Salaries in Tavares, FL

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

6 days ago

Requires a Bachelor’s degree in finance, business administration, or related field. Collect each client’s financial information to determine financial status,…

$120,000 a year

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

Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to…

$75,000 - $100,000 a year

In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings.

$45,000 - $55,000 a year

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.