Financial Associate - Licensed - Winter Garden, FL

Financial Associate - Licensed Location: Winter Garden, FL Firm: The Lifewealth Group Job Type: Full-time, In-office About Us 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. Your Role 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. Key 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. Requirements Financial industry experience required Active licenses: Series 7, 63, 65/66 & FL215 (life and Health) Pursuing CFP® a plus Associates Degree preferred (Finance / Economics) 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 Salary: $60,000-$80,000 Benefits: Benefits: Dental insurance Flexible spending account Health insurance Health savings account Paid time off Retirement plan Tuition allowance This role has upward career ability to become Sr. Financial Planner or progress into an Advisory role in future. Presented by Advisor Employee Services Thank you for your interest in the Financial Associate - Licensed role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today! Pay Range: $60,000 - $80,000 per year

Created: 2026-03-04