Top 93 Financial advisor Jobs in Lake Mary Fl

Associate Financial Advisor | Existing Clients | Career Growth Track
Group 10 Financial, LLC —Maitland, FL
- $55,000 - $70,000 a year
- Email
- Hybrid work
- Customer service
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Portfolio Strategist
Charles Schwab —Orlando, FL
- $105,600 - $250,000 a year
- Hybrid work
- Office
- Analysis skills
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
2d
Financial Advisor / Business Development - Lake Mary, FL
Northwestern Mutual —Lake Mary, FL
- $50,000 - $100,000 a year
- Full-time
- Military
- Mid-level
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
New York Life —Maitland, FL
- $70,000 - $120,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
J.P.Morgan Wealth Management - Private Client Advisor - Altamonte Springs, FL
JPMorganChase —Altamonte Springs, FL
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
6d
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Bank of America —Oviedo, FL
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
8d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Registered Private Wealth Client Associate
Bank of America —Lake Mary, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor
Northwestern Mutual —Lake Mary, FL
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Advisor Trainee (Winter Park, FL)
Raymond James Financial, Inc. —Winter Park, FL
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
9d
Registered Wealth Management Client Associate
Bank of America —Winter Park, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor / Business Development - Downtown Orlando, FL
Northwestern Mutual —Orlando, FL
- $50,000 - $100,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Accelerated Path to Management
New York Life —Maitland, FL
- $60,000 - $240,000 a year
- Background check
- Management
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Financial Services Professional/Associate Partner (Accelerated Path into Management)
New York Life —Orlando, FL
- $85,000 - $260,000 a year
- Monday to Friday
- Recruiting
- In-person
- Business
- Paid training
- Health insurance
Quick Apply
Admissions RN/PD
University Behavioral Center —Orlando, FL
- PRN
- CPR Certification
- Nursing
- Vital signs
- Opportunities for advancement
Quick Apply
Client Onboarding Analyst
BNY Mellon —Lake Mary, FL
- $24.74 - $30.90 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
VP, International Financial Consultant - Europe, Middle East and Africa Branch
Charles Schwab —Orlando, FL
- $75,000 - $100,000 a year
- Hybrid work
- Office
- 3 years
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
Fidelity Investments —Orlando, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Altamonte Springs, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
Meridian Wealth Advisors —Winter Park, FL
- $72,220.84 - $86,975.63 a year
- Full-time
- Office
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
10d

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Associate Financial Advisor | Existing Clients | Career Growth Track

Group 10 Financial, LLC
Maitland, FL

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Gym membership
Professional development assistance
Opportunities for advancement
Life insurance

Qualifications

Financial planning
Teamwork
Customer service
Bachelor's degree
Organizational skills
Financial services
Video conferences (communication methods)
Life & Health Insurance License

Full Job Description

Associate Financial Advisor | Existing Clients | Career Growth Track

Maitland, FL | In-Office | Full-Time

Are you a financial professional who's ready to spend more time helping clients and less time chasing them?

If you're looking for a long-term career where you can grow into a Lead Financial Advisor while working alongside an established retirement planning team, this may be the opportunity you've been looking for. At Group 10 Financial, we don't hire often. We're looking for someone who wants to build a career—not just find their next job.

Unlike many advisor positions, this role focuses primarily on serving existing clients and developing into a future Lead Advisor rather than building a book of business from scratch.

We help good people make great financial decisions so they can enjoy an amazing retirement, and we're looking for someone who shares that passion.

We don't expect perfection, but we do value excellence, integrity, follow-through, and a strong work ethic. If you're energized by helping people, enjoy being part of a high-performing team, and want to continue growing professionally, we'd love to meet you.

Our Hiring Process

Because this role is built around developing trusted relationships with clients, communication skills, professionalism, and executive presence are just as important as technical knowledge.

As part of our interview process, every applicant is asked to submit a brief introductory video (approximately 3 minutes) along with their application. This allows us to get to know you beyond your resume before scheduling interviews.

Your video does not need to be professionally produced—a simple phone or webcam recording is perfectly fine. Please briefly tell us:

Who you are
Why this opportunity interests you
A little about your background
Your long-term career goals

Please send your video to: [email protected] or upload it securely using the Secure File Upload link at the top of our website (https://group10financial.com). Applications submitted without the introductory video will not be considered.

The Role

This is a career-track Associate Financial Advisor position (approximately 70% client service / 30% growth) with a clearly defined path toward becoming a Lead Financial Advisor.

You'll work directly with an experienced Lead Advisor, participate in client meetings, help implement financial strategies, and gradually assume greater responsibility as your knowledge and confidence grow.

Work Style

100% in-office (Maitland, FL)
Client meetings conducted in person and via Zoom
Competitive base salary plus performance bonus
Long-term career advancement opportunity

What You'll Do

Build long-term relationships with existing clients
Support retirement income, investment, tax, and legacy planning conversations
Prepare for and follow up after client meetings
Lead client review meetings (with support as needed)
Coordinate account openings, transfers, and maintenance with custodians
Process client service requests accurately from start to finish
Maintain detailed CRM and financial planning records
Communicate proactively with clients to ensure exceptional service
Participate in seminars, educational events, and team meetings
Help improve systems and workflows as our firm continues to grow

Who Thrives Here

The people who succeed on our team are:

Positive, high-energy professionals who enjoy helping others
Excellent communicators who naturally build trust
Organized and dependable with exceptional follow-through
Coachable and committed to continuous improvement
Comfortable taking ownership without constant direction
Team-first contributors who willingly jump in wherever needed
Looking for a long-term career—not simply their next position

Qualifications

Preferred

Bachelor's degree
1–3 years of experience in financial services
Series 65 (or willingness to obtain within 3–6 months)
Florida Health & Life License (preferred)

We're more interested in character, coachability, communication skills, professionalism, and work ethic than checking every qualification box.

What Makes This Opportunity Different

Many advisory firms expect new advisors to spend most of their time prospecting for new business. (Or asking for 200 of your closest family and friends to prospect.) That's not this position!

You'll be joining an established independent fiduciary firm where you'll work alongside experienced advisors, serve existing client relationships, receive direct mentorship, and develop into a trusted Lead Wealth Advisor over time.

If you're looking for a place where you can grow professionally while making a real difference in people's lives, you'll feel right at home here.

What You'll Receive

Competitive base salary
Performance-based bonus with even more upside potential
Health insurance
401(k) with company match
Dental, vision, life insurance, and HSA options
Paid time off plus all major holidays (including your birthday)
Gym membership
Professional development and continuing education
Direct mentorship from experienced advisors
A clear long-term career path

This Role Probably Isn't a Fit If...

You're looking for a remote or hybrid position.
You prefer working independently rather than as part of a collaborative team.
Organization and follow-through aren't your strengths.
You're uncomfortable receiving coaching and constructive feedback.
You aren't excited about building long-term relationships with clients.
You're looking for a short-term stepping stone instead of a long-term career.

Ready to Learn More?

If you're excited about building a long-term career with a growing independent wealth management firm and believe you'd be a great fit, we'd love to hear from you.

Apply today and don't forget to include your introductory video so we can get to know you.

Send your intro video to [email protected] or by using our Secure File Upload link at the top of our website: https://group10financial.com/.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Are you willing to obtain your Series 65 license within 6 months if hired?

YES or NO

What specifically about this role and our company caught your attention?
Describe a role or experience where organization and follow-through were critical.
What are you doing currently and why are you interested in building a long-term career in financial services?
What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

⚠️ IMPORTANT: A 3-MINUTE INTRO VIDEO IS REQUIRED. APPLICATIONS WITHOUT A VIDEO WILL NOT BE REVIEWED AND WILL BE CONSIDERED INCOMPLETE.

Please email your video to: [email protected]
Or upload it securely here by using the Secure File Upload button at https://group10financial.com/

In your video, please tell us:

Who you are
Why this opportunity interests you
A little about your background
Your long-term career goals

A simple phone or webcam recording is perfectly acceptable. Professional production is not expected.

Do you understand that a 3-minute introductory video is required to complete your application and that applications will not be reviewed until the video has been received?
YES or NO

Education:

Bachelor's (Required)

Experience:

Financial planning: 1 year (Preferred)

License/Certification:

Life & Health Insurance License (Preferred)
securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Ability to Commute:

Maitland, FL 32751 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in lake mary fl

Associate Financial Advisor | Existing Clients | Career Growth Track

Portfolio Strategist

Financial Advisor / Business Development - Lake Mary, FL

Financial Advisor

J.P.Morgan Wealth Management - Private Client Advisor - Altamonte Springs, FL

Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center

Wealth Advisor, Schwab Wealth Advisory

Registered Private Wealth Client Associate

Financial Advisor

Financial Advisor Trainee (Winter Park, FL)

Registered Wealth Management Client Associate

Financial Advisor / Business Development - Downtown Orlando, FL

Accelerated Path to Management

Financial Services Professional/Associate Partner (Accelerated Path into Management)

Admissions RN/PD

Client Onboarding Analyst

VP, International Financial Consultant - Europe, Middle East and Africa Branch

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

Financial Advisor - PNC Wealth Management

Financial Advisor

I want to receive the latest job alert for financial advisor in lake mary fl

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