Educate clients on common gaps in their financial plan (based on goals/life changes) and connect them with appropriate solutions. Support and service existing clients with account questions, updates, and ongoing financial needs.
Numbers & Facts
Location
Winter Park, FL
Job Type
Full-time
Description
Benefits:
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Licensed Financial Services Associate (Series 6) Winter Park, FL | Full-Time | In-Office Join a top 2% nationally ranked agency and build your career alongside one of the best in the business. Our high-performing Winter Park office is hiring a Licensed Financial Services Associate (with a Series 6 license) to guide clients with exceptional service, proactive support, and clear, confident education—inside a fast-moving, high-standard environment. Here, excellence isn’t the goal—it’s the baseline. You’ll help clients strengthen their financial foundation, protect what they’re building, and move closer to the dreams and goals that matter most.
What You’ll Do
Support and service existing clients with account questions, updates, and ongoing financial needs.
Educate clients on common gaps in their financial plan (based on goals/life changes) and connect them with appropriate solutions.
Assist with client relationships, follow-ups, documentation, and keeping records accurate and compliant.
Collaborate closely with the agent to deliver a smooth, professional client experience from start to finish.
Retirement, Investment, and Education planning
Open new accounts and expand our client base
Build long-term client relationships through proactive communication and high-touch service.
What We’re Looking For
Active Series 6 license (required).
At least 1 year of experience in financial services and/or insurance after obtaining your Series 6 (required for interview consideration).
Background in insurance and/or financial services.
Clear communicator with a service-first mindset and strong attention to detail.
Organized, motivated, and ready to thrive in a high-performance office.
What You’ll Get
Competitive base pay + commissions.
Mentorship from a top, nationally ranked agent.
Bonuses tied to personal and team success in a top-tier environment.
Paid time off, continuing education support, and growth opportunities.
Health insurance, vision and dental insurance
401(k) with company match
Working in a country-wide recognized, high-performing office.