Top 127 Financial advisor Jobs in Clearwater, Fl

Financial Planning Associate (CFP Required)
Menke Financial —Saint Petersburg, FL
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
1d
Wealth Management Trainee (FL)
Bankers Life —Clearwater, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Tampa, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Northwestern Mutual —Saint Petersburg, FL
- $67,000 - $280,000 a year
- Choose your own hours
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Client Solutions Advisor
Prosperity Tax Advisors —Tampa, FL
- $100,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Continuous improvement
- Under 1 year
- 401(k)
Quick Apply
Financial Advisor
Regions —Saint Petersburg, FL
- $43,888 - $150,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Health insurance
Financial Consultant, Truist Investment Services, Clearwater. FL
Truist Bank —Clearwater, FL
- Full-time
- Computer literacy
- English
- Research
- AD&D insurance
- Paid holidays
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Fidelity Investments —Tampa, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Retirement Planning Specialist
Ameriprise Financial —Seminole, FL
- Full-time
- Office
- Data entry
- Experience equivalent to degree accepted
Trust Associate
Cummins Worldwide —Clearwater, FL
- From $55,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Financial Advisor
Belleair Wealth Management —Belleair Bluffs, FL
- $10,000 - $300,000 a year
- Part-time
- Hybrid work
- Background check
- 5 years
- Analysis skills
Quick Apply
Senior Trust Officer - Private Wealth
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Management
- Writing skills
- Research
- Paid holidays
- Health insurance
Investment Executive (Financial Advisor) The Villages, FL
Fifth Third Bank —Pinellas Park, FL
- Full-time
- Mid-level
- Office
- Travel
1d
Financial Aid Advisor
University of South Florida —Tampa, FL
- Full-time
- Research
- Mid-level
- University
- Health insurance
- Dental insurance
9d
Entry-Level Financial Advisor | Training Provided
COR Financial Partners —Tampa, FL
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
Wealth Strategist
Northern Trust Corp. —Tampa, FL
- Full-time
- Business development
- Analysis skills
- US work authorization
Financial Advisor
First Command Financial Services, Inc. —Tampa, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor - Clearwater, FL
TD Bank —Clearwater, FL
- $72,280 - $108,160 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
9d
Premier Advisor - North Pinellas
Truist Bank —Palm Harbor, FL
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Senior Wealth Advisor
Current —Tampa, FL
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance

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financial advisor jobs near clearwater, fl

Financial Planning Associate (CFP Required)

Menke Financial
Saint Petersburg, FL

Quick Apply

Job Details

Full-time
1 day ago

Benefits

License reimbursement
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 6
Microsoft Excel
Microsoft Outlook
CFP
Series 7
Bachelor's degree
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

COMPANY OVERVIEW

Menke Financial, an established affiliate of Northwestern Mutual, is a thriving, growing firm based out of the St. Petersburg Northwestern Mutual office. Menke Financial is governed by five core values: excellence, enthusiasm, innovation, commitment, and growth. Our core focus is to enhance client lives through financial clarity and peace of mind by providing tax strategic wealth management.

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years.

We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:

· Ranks 111 on the FORTUNE® 500 list

· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

POSITION OVERVIEW

Menke Financial is seeking a fast-paced, innovative team player to be an integral member of the Advisor’s team. The Financial Planning Associate will provide technical and client support to senior advisors by gathering client data, preparing financial plans, and assisting with client meeting preparation. This role involves a range of duties focused on helping clients achieve their financial objectives through comprehensive planning and relationship management.

The ideal candidate will have strong financial analysis capabilities, experience creating models and presentations, along with handling follow-up and outreach to clients. This role requires a high degree of organizational capability, strong communication skills and ability to work both independently and as part of a team. This is an exciting opportunity as the role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.

JOB RESPONSIBILITIES

Case Preparation

· Responsible for ensuring that a complete and accurate plan is developed for every client aligned to the Wealth Management Advisor’s planning philosophy and best practices.

· Analyze client financial goals, current situation, and portfolio. Develop appropriate recommendations to meet client needs, risk profile, time horizon and preferences.

· Identify gaps and opportunities within a prospect’s financial plan and prepare insurance illustrations and investment proposals accordingly.

· Prepare Morningstar reports.

· Create Proposals and Investment Policy Statements for supported advisory programs.

· Gather information for advisor meetings with clients/prospects (ex. annual reports and marketing materials) and client reports.

· Prepare insurance proposals

·Consult advisor on the presentation of the plan, investment cases and successful client presentation.

Planning Support

· Gather and prepare all materials for client review meetings: updated plan, investment summary, consolidated investment reports, in-force illustrations, and CCVs.

· Assist advisor by providing information to answer client questions.

· As needed, provide education and guidance to advisor and staff to complete service requests.

IDEAL CHARACTERISTICS

Strong attention to detail, accuracy, and reliability
High degree of initiative, ownership, and follow-through
Excellent oral and written communication skills
Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
Strong sense of professionalism and discretion required

REQUIRED QUALIFICATIONS

Bachelor’s Degree
CFP®

· Florida Life & Health License (2-15)

· 3+ years of financial planning experience

· FINRA Series 6

· FINRA Series 63

· Proficient in Microsoft Office applications – Outlook, Word, Excel

· Committed to professional development

PREFERRED QUALIFICATIONS

· Prior Financial Advisor support experience

· FINRA Series 7

·Experience with Morningstar, NetX360 and/or CRM client management software a plus

BENEFITS

Benefits include 401k, license/credential reimbursement, group health, vision, dental insurance, short term disability, and paid time off

ADDITIONAL DETAILS

www.Menkefinancial.nm.com
Employment Structure: Full-time Location: 700 Central Ave Suite #300, St Petersburg, FL 33701

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in clearwater, fl

Financial Planning Associate (CFP Required)

Wealth Management Trainee (FL)

Wealth Management Trainee (FL)

Financial Advisor

Client Solutions Advisor

Financial Advisor

Financial Consultant, Truist Investment Services, Clearwater. FL

Client Support Specialist - Greater Tampa, FL Area (REMOTE)

Retirement Planning Specialist

Trust Associate

Financial Advisor

Senior Trust Officer - Private Wealth

Investment Executive (Financial Advisor) The Villages, FL

Financial Aid Advisor

Entry-Level Financial Advisor | Training Provided

Wealth Strategist

Financial Advisor

Financial Advisor - Clearwater, FL

Premier Advisor - North Pinellas

Senior Wealth Advisor

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