Financial Advisor

Job Title: Financial Advisor – Crystal River/Inverness , FL

Job Description

Provides financial and investment services to members. Key responsibilities include assessing members’ financial situations and providing guidance for services to meet the members’ needs through a needs-based financial planning approach with fee-based solutions.

Hard Skills

1-5 years experience as a financial advisor or in a licensed support/service role

Must have a 2-14 or 2-15 license (2-15 highly preferred)

Must have a FINRA Series 7 along with either a Series 66 OR Series 63 & 65 (may consider candidates with Series 7 and 63 only)

FINRA record (U-4) with no unacceptable entries

Soft Skills

Ability to analyze and assess financial situations

Strong communication skills to explain plans clearly

Strategic marketing abilities

Relationship building and trust cultivation

Compliance with regulations

Job Type

This is a permanent position. Base Commission

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

Hiring diverse talent

Maintaining an inclusive environment through persistent self-reflection

Building a culture of care, engagement, and recognition with clear outcomes

Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.