Company Description
Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm committed to helping clients achieve their financial goals with personalized strategies. With a focus on trust, transparency, and open communication, FFA caters to individuals, families, and businesses, providing customized financial planning, wealth management, retirement planning, tax strategies, insurance, and estate planning services. The firm prides itself on its client-centered approach, high-touch service, and long-term commitment to supporting clients on their financial journey. At FFA, the mission is to simplify financial decisions, provide clarity, and empower clients to take control of their financial future.
Role Description
This is an on-site, full-time Financial Advisor position based in St. Augustine, FL. In this role, the Financial Advisor will work closely with clients to create and implement financial plans tailored to their unique needs and goals. Daily responsibilities include assessing clients’ financial situations, providing expert advice on investments, retirement planning, estate planning, and other areas of financial well-being. The Financial Advisor will also help clients navigate financial decisions, educate them on available financial instruments, and build long-term, trust-based client relationships to ensure their financial success.
Qualifications
- Proficiency in Financial Planning, Retirement Planning, and Financial Advisory services
- Strong understanding of Finance and Investments, with the ability to provide tailored recommendations
- Excellent interpersonal, communication, and relationship-building skills
- Ability to analyze financial data and provide strategic solutions
- Experience working collaboratively with clients and guiding them through financial strategies
- Bachelor’s degree in finance, economics, or a related field; certifications such as CFP or CFA are a plus
- Proven track record of achieving results in a financial advisory or similar role
