Florida Financial Advisors (FFA) is a fast-growing firm dedicated to helping the working class achieve their dreams through comprehensive financial planning and wealth management — with a unique focus on our clients’ professions. Our mission is simple: take people to the highest possible level in both their career and life.
Since opening in 2017, FFA has expanded rapidly from Florida into the Tristate, Georgia, Texas, Four Corners, and New England regions. As we continue to grow, we’re looking to expand our sponsorship team.
We want to meet people who:
- Have strong communication skills
- Are confident and capable as a leader
- Think outside the box and take initiative
- Deliver projects on time and with impact
If you’re motivated by helping others succeed and excited by the energy of a fast-growing organization, we want to talk to you!
Responsibilities
- On-board new hires for the Financial Advisor/Wealth Manager Position (conduct Welcome Meetings, maintaining relationships with Sponsors until in office)
- Manage the sponsor tracking and related documentation to ensure compliance with regulations and reduce risk to company
- Maintain relationships with Managers/ Executive Team/ Operations Team and communicate on sponsor progress
- Conduct weekly on-track meetings with candidates and create study plans catered to sponsor timelines.
- Prepare reports and conduct a presentation on a weekly basis for the Sponsors’ progress
- On average conduct 60 meetings weekly
- Weekly reports and communication to the Director of Sponsorship
- Facilitate the application and registration process for licensed sponsors, ensuring completion prior to office start dates.
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
