Top 6 Junior financial advisor Jobs in Florida

Financial Advisor Junior Associate (Part-Time/Full-Time)
Stewardship America Financial LLC —Winter Garden, FL
- From $20 an hour
- Part-time
- Background check
- Computer literacy
- No experience needed
Quick Apply
Paraplanner/Junior Planner
Zinnia Wealth Management —Ocala, FL
- $60,000 - $75,000 a year
- Full-time
- Research
- Office
- Finance
- Dental insurance
- Paid time off
Quick Apply
23h
Junior Financial Consultant
Apis Financial Planning —Jacksonville, FL
- $30,000 - $70,000 a year
- Full-time
- Basic math
- Office
- US work authorization
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ASSOCIATE DIRECTOR, WEALTH STRATEGY
CCM ADMINISTRATIVE SERVICES LLC —West Palm Beach, FL
- $100,000 - $120,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
Quick Apply

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junior financial advisor jobs near florida

Financial Advisor Junior Associate (Part-Time/Full-Time)

Stewardship America Financial LLC
Winter Garden, FL

Quick Apply

Job Details

Part-time
From $20 an hour

Qualifications

Computer operation
Computer literacy
Managing financial planning clients
Computer skills
Series 65

Full Job Description

Financial Advisor Junior Associate (Part-Time/Full-Time)

About Us

Stewardship America Financial is a Christian-based company in the financial industry, dedicated to providing exceptional advisory services to our clients in a supportive, faith-driven environment. While our values are rooted in Christian principles, we welcome individuals from all backgrounds to join our team.

Job Description

We are seeking a motivated and compassionate Financial Advisor Junior Associate to join our team at Stewardship America Financial. No prior experience is required, as we provide comprehensive training to ensure your success. This role, available as either part-time or full-time, is ideal for individuals who thrive in a positive, team-oriented atmosphere and are eager to assist clients in achieving their financial goals through personalized advisory services. Associates who possess a Series 65 license will be provided with a starting book of business and will work closely with a senior advisor to support client needs and grow their expertise.

Key Responsibilities:

Support clients with financial planning and investment inquiries via phone, email, or in-person consultations.
Provide excellent customer service, addressing client needs with professionalism, empathy, and integrity.
Assist in preparing financial plans, analyzing client financial data, and recommending appropriate solutions under the guidance of senior advisors.
Manage a book of business (for Series 65 licensed associates) with the goal of supporting a senior advisor.
Maintain accurate client records, process requests, and ensure timely follow-ups.
Collaborate with team members to deliver a seamless client experience.
Uphold the company’s values and contribute to a supportive, faith-based workplace.

Qualifications:

Experience required; we welcome enthusiastic individuals eager to learn.
Must possess or be willing to obtain a Series 65 license (associates with a Series 65 license will receive a starting book of business).
Strong communication and interpersonal skills.
A positive attitude and a passion for helping clients achieve financial success.
Comfortable working in a Christian-based environment (not required to be Christian, but must respect our values).
Basic computer skills and the ability to learn new systems.

Job Details:

Position Type: Part-Time or Full-Time
Hourly Rate: $25 per hour
Location: Winter Garden, Florida
Work Environment: Christian-based, supportive, and collaborative atmosphere

Why Join Us?

Opportunity to grow in the financial industry with no prior experience needed.
Series 65 licensed associates receive a starting book of business to kickstart their career.
Be part of a faith-driven team at Stewardship America Financial that values integrity, compassion, and teamwork.
Flexible part-time or full-time schedule to support work-life balance.
Comprehensive training provided to set you up for success in financial advisory services.

How to Apply

To apply, please submit your resume and a brief cover letter to us. We look forward to learning more about you and how you can contribute to our team at Stewardship America Financial!

Note: While our company operates in a Christian atmosphere, we are an equal opportunity employer and welcome applicants from all backgrounds.

Pay: From $20.00 per hour

License/Certification:

Series 65 Certificate (Required)

Work Location: In person

Quick Apply

Refine Your Search

junior financial advisor jobs in florida

Financial Advisor Junior Associate (Part-Time/Full-Time)

Paraplanner/Junior Planner

Junior Financial Consultant

ASSOCIATE DIRECTOR, WEALTH STRATEGY

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