Financial Associate - Licensed - Winter Garden, FL

Advisor Talent Solutions•Winter Garden, FL

6d•$60,000 - $80,000•Onsite

About The Position

The Lifewealth Group is a respected and rapidly growing financial firm in Winter Garden, FL, known for delivering exceptional wealth management and financial planning services. We pride ourselves on our commitment to both client success and team culture. As our Financial Associate, you will work closely with advisors and high net worth clients to deliver world-class financial solutions. You'll help prepare for meetings, join advisors in client meetings, and provide outstanding client service and support.

Requirements

Financial industry experience required
Active licenses: Series 7, 63, 65/66 & FL215 (life and Health)
3 + years Financial Experience required
2 + working alongside a Financial Advisor in a fast-paced office environment
Strong communication and problem-solving skills
Detail-oriented and organized
Excellent communication skills – both written and verbal
Proactive Management Style and consistent follow-through

Nice To Haves

Pursuing CFP® a plus
Associates Degree preferred (Finance / Economics)

Responsibilities

Prepare detailed financial analyses, reports, and meeting materials for advisor and client presentations.
Act as an associate in advisor-led client meetings, assisting with plan construction and real-time support.
Build personalized financial plans tailored to the needs of high-net-worth clients.
Handle all aspects of client service, from answering questions and resolving issues to proactively anticipating client needs.
Collaborate across internal teams to ensure smooth operational processes and exemplary client satisfaction.
Support advisors in business development and help identify new opportunities for clients.
Stay current on industry trends, regulatory requirements, and best practices to uphold firm standards.