Top 38 Financial advisor Jobs in Groveland, Fl

Financial Advisor
Rea Financial —Orlando, FL
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- 401(k)
- Paid time off
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20h
Top Sales Professionals | Relationship-Based Financial Advisor Career
Northwestern Mutual —Sand Lake, FL
- $80,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Business development
- Health insurance
- Dental insurance
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Financial Advisors/ Associate Partners (Accelerated Path into Management)
New York Life —Orlando, FL
- $79,500 - $215,430 a year
- Full-time
- Hybrid work
- Recruiting
- Business
- Master of Business Administration
- Health insurance
- Dental insurance
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Wealth Management Trainee (FL)
Bankers Life —Clermont, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Services Representative – State Farm Agent Team Member
Craig Martin - State Farm Agent —Winter Garden, FL
- $80,000 - $160,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- 2 years
- 401(k)
- Flexible spending account
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Financial Advisor Assistant
FAMILY FINANCIAL ADVISORS INC —Fruitland Park, FL
- $45,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- 401(k)
- Paid time off
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Wealth Management Advisor - Sales
The LifeWealth Group —Winter Garden, FL
- $85,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
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Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required
Bank of America —Windermere, FL
- Full-time
- Background check
- English
- Mid-level
- Opportunities for advancement
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required
Bank of America —Windermere, FL
- Full-time
- Background check
- Writing skills
- English
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Northwestern Mutual —Sand Lake, FL
Access to financial planning resources and tools. Support for financial services licensing. Unlimited income potential based on performance.
$80,000 - $250,000 a year
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Financial Advisor
Northwestern Mutual —Ocala, FL
*Must be self driven and want to own your own business.*. *MUST want to own your own business. This is position is for someone who wants to *run and operate…
$60,000 - $180,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
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financial advisor jobs near groveland, fl

Financial Advisor

Rea Financial
Orlando, FL

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Job Details

Full-time
$60,000 - $75,000 a year
20 hours ago

Benefits

401(k)
Paid time off
401(k) matching

Qualifications

Customer communication
Records management
Bachelor's degree
Financial services
Series 65
Life & Health Insurance License
Account management

Full Job Description

Position Summary

At Rea Financial, we believe that the relationship with a client doesn't end when a plan is put in place — it deepens. The Advisor is the person who makes that belief real. This role owns the ongoing experience for Rea's existing clients, ensuring they are consistently heard, informed, and confident that their Purpose-Driven Retirement Plan™ is working for them. The right candidate is a licensed, relationship-driven professional who thrives on follow-through, communicates with warmth and clarity, and takes genuine pride in helping clients live long and finish strong — year after year.

Key Responsibilities

Client Review Management

Own the annual and semi-annual client review process from scheduling through delivery — preparing materials, running meetings, and ensuring every client leaves with clarity and confidence.
Prepare comprehensive review packages including portfolio summaries, plan updates, and relevant financial data that reflect each client's current situation and evolving goals.
Conduct client review meetings independently, guiding meaningful conversations about progress, upcoming milestones, and any adjustments needed to keep the plan on track.
Follow up after every review with a written summary of key decisions, outstanding action items, and next steps — holding the firm accountable to every commitment made.
Proactively identify moments in a client's life — retirement transitions, RMD milestones, beneficiary changes — that warrant an unscheduled touchpoint or plan update.

Ongoing Client Service & Communication

Serve as a trusted, accessible point of contact for existing clients, handling service requests, account questions, and day-to-day needs with professionalism and genuine care.
Maintain a consistent cadence of proactive outreach — check-ins, milestone acknowledgments, and meaningful touchpoints that reinforce the client's confidence in Rea Financial.
Respond to client inquiries promptly and thoroughly, escalating to the lead advisor when appropriate while ensuring the client always feels supported in the meantime.
Coordinate with the Client Service Associate team to ensure service requests, account changes, and distributions are executed accurately and on time.
Contribute to the firm's gifting and personalization strategy, identifying opportunities to celebrate client milestones and deepen relationships in a way that reflects who Rea is.

Financial Plan Maintenance & Updates

Monitor and update client financial plans on an ongoing basis, incorporating changes in income, expenses, health, family dynamics, and market conditions.
Assist clients with the setup and management of annuities, life insurance, and investment accounts as their plans evolve over time.
Ensure Required Minimum Distributions (RMDs) are flagged, communicated, and processed for applicable clients in a timely and compliant manner.
Collaborate with the lead advisor on more complex planning scenarios, bringing relevant client context and contributing to the overall strategy.

CRM & Documentation

Maintain accurate, up-to-date records of all client interactions, meeting notes, and plan changes in the firm's CRM system.
Document all service activity, follow-up items, and review outcomes consistently so every team member has full visibility into each client relationship.
Ensure all client communications, plan documents, and disclosures meet compliance requirements prior to delivery.
Identify patterns in client needs or service gaps and surface them to leadership as opportunities to improve the firm's overall client experience.

Team Collaboration & Culture

Work closely with other Advisors and Client Service Associate team to create a seamless, cohesive experience for every client at every stage of the relationship.
Participate in team meetings and planning sessions, contributing insights from client interactions that inform how the firm can serve people better.
Bring an ownership mindset to every aspect of the role — taking initiative, following through without being chased, and holding yourself to the standard clients deserve.

Required Qualifications

Bachelor's degree in finance, business, or a related field
2–5 years of experience in a client-facing financial services or advisory role
Active Life & Health insurance license / 215
Series 65

Preferred Qualifications

CFP® designation or actively in progress
Experience conducting or supporting client review meetings in a financial planning environment
Familiarity with annuities, retirement income planning, and managed account structures
Experience managing an existing client book or service roster independently
Familiarity with RMD management, beneficiary planning, and distribution strategies

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off

Application Question(s):

Do you have 2–5 years of experience in a client-facing financial services or advisory role?
Do you have both active licenses: Life & Health License (215) & Series 65

Work Location: In person

Quick Apply

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financial advisor jobs in groveland, fl

Financial Advisor

Top Sales Professionals | Relationship-Based Financial Advisor Career

Financial Advisors/ Associate Partners (Accelerated Path into Management)

Wealth Management Trainee (FL)

Financial Services Representative – State Farm Agent Team Member

Financial Advisor Assistant

Wealth Management Advisor - Sales

Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required

Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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