Job Description

Once-in-a-Lifetime Opportunity for the Right Advisor

Successful Winter Park RIA firm is filling an Advisor Associate position, that includes the unique opportunity of eventually becoming the company Principal and taking over the firm.
Our candidate will provide all aspects of comprehensive financial planning for our clients, through a highly effective process established within our firm. The ability to assimilate our current & growing client base, as well as demonstrating strong people skills and analytical abilities are huge considerations. The ideal candidate will have their Series 7, Life, Health, and Variable Annuity licenses.
This opportunity to learn and grow within a flourishing wealth management practice will be a life & career changing experience for the chosen candidate.

Listing Age
2,199 days old
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