Financial Advisor

Latitude Wealth Management • Full-time • Clearwater, Florida, United States • $50k - $120k / year • 2w ago

Responsibilities: Key Responsibilities:
· Engage potential clients by identifying prospects and setting appointments to begin their journey toward financial well-being.

· Collaborate closely with an experienced mentor, participating in client meetings to assess and understand each client’s unique financial needs.

· Design, develop, and execute a personalized marketing strategy to expand your reach and impact.

· Create tailored financial plans that reflect the individual goals and aspirations of each client.

· Build and nurture lasting client relationships, offering guidance and tracking progress over time.

· Deliver ongoing consultation and support, ensuring clients remain on the path toward their financial ambitions.

What We Offer:
· Personalized Mentorship: One-on-one training with local industry leaders, providing insight and support every step of the way.

· Comprehensive Training: Our robust curriculum covers financial planning, marketing innovation, consultative selling, exemplary client service, and regulatory compliance.

· Unlimited Earning Potential: With a performance-based compensation structure, top advisors have the opportunity to earn $100,000 or more in their first year.

· Career Growth: Explore diverse career paths, from advanced financial advisor roles to positions in compliance, field management, and corporate leadership.

Requirements: Qualifications:
· Associate’s or Bachelor’s degree (preferably in business or a related field).

· Eligibility to obtain necessary licenses * U.S. Citizenship or Permanent Resident status required.

· A results-driven mindset and comfort with a compensation model based primarily on your achievements.

Compliance & Disclosures: Join Latitude Wealth and become part of a team dedicated to redefining financial advising—where your growth is as important as your clients’ success, and your career is limited only by your ambition.

At LatWealth, we are actively seeking driven individuals to join our team as Financial Advisors — professionals who are passionate about empowering others and committed to elevating their own financial journey. We do this by guiding our clients toward success, and providing comprehensive financial planning