Financial Advisor assists senior advisors and financial planners in delivering financial planning and investment services to clients. They play a key role in supporting client relationships, performing research, and helping to create financial strategies. Here’s a breakdown of typical responsibilities and qualifications: Responsibilities: • Client Support : Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts. • Financial Planning Preparation : Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports. • Portfolio Review : Support in portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals. • Meeting Preparation : Prepare materials for client meetings, such as account summaries and financial projections. • Documentation : Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies. • Compliance : Stay updated on regulatory changes and ensure all activities align with compliance requirements. Qualifications: • Education : Bachelor’s degree in finance, economics, accounting, or related field. • Licensing : Series 6, or willingness to obtain licenses within a certain timeframe. • Skills : Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills. • Experience: Previous experience in finance or client service is a plus but not always required. Location would be Palm Beach or Tampa Compensation would be salary and commission Compensation: $55,000 - $60,000 yearly

• Client Support: Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts. • Financial Planning Preparation: Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports. • Portfolio Review: Support in portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals. • Meeting Preparation: Prepare materials for client meetings, such as account summaries and financial projections. • Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies. • Compliance: Stay updated on regulatory changes and ensure all activities align with compliance requirements.