Financial Advisor

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Recruitment began on May 18, 2026
and the job listing Expires on October 31, 2026
Full-time
Apply Now
Job Description
Company Description
Elevate Financial Planning and Wealth Management is a comprehensive financial planning firm based in Fort Lauderdale, FL. Our team takes a personalized approach to understanding clients’ unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals.
Job Description
This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for providing comprehensive financial planning services, including wealth management, retirement planning, investments, and financial planning. The role will be based in Fort Lauderdale, FL but some remote work is acceptable.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Personal Financial Advisors assess the financial needs of individuals and help them with decisions on investments such as stocks, bonds, tax laws, and insurance.
Responsibilities
Generate clientele growth through phone and virtual sales
Prepare accurate financial plans to support client goals
Cultivate lasting relationships with clients
Provide investment advice to clients in accordance with their risk tolerance
Assuage client concerns by providing the best advice amidst economic hardship
Qualifications
Bachelor’s degree in finance or related field (preferred)
Strong financial and investment literacy
Outstanding interpersonal and communication skills
Ability to work independently and in a team environment
Entrepreneurial spirit and strong, independently motivated
Are you ready to pursue your financial advising career? Do you want to rapidly develop in your career and be apart of a team that has the best interest in YOU? If yes, then this is an ideal opportunity for you. Apply today and we will be in touch with you shortly!
Elevate is an Equal Opportunity Employer and welcomes all to apply.
Apply Now
Qualifications
Bachelor’s degree in finance or related field (preferred)
Strong financial and investment literacy
Outstanding interpersonal and communication skills
Ability to work independently and in a team environment
Entrepreneurial spirit and strong, independently motivated
Are you ready to pursue your financial advising career? Do you want to rapidly develop in your career and be apart of a team that has the best interest in YOU? If yes, then this is an ideal opportunity for you. Apply today and we will be in touch with you shortly!
Elevate is an Equal Opportunity Employer and welcomes all to apply.

Work arrangement
Hybrid