Financial Advisor jobs

Group 10 Financial, LLC
Maitland, FL | Full-Time | In-Office

About Us

Group 10 Financial is a boutique wealth management firm in Maitland, FL helping retirees and pre-retirees navigate retirement income, investments, taxes, healthcare, and legacy planning.

We are hiring a full-time Associate Financial Advisor / Client Service Advisor to support our growing team.

This is an in-office career-track role for someone who:

• enjoys helping clients
• thrives in a structured environment
• follows through consistently
• communicates professionally
• wants long-term growth in the financial industry

The Role

This is a career-track Associate Wealth Advisor role (about 70% client service / 30% growth) with a clear path to Wealth Advisor.

You’ll work closely with a Lead Advisor, support client relationships, and gradually take on more responsibility — including servicing clients, participating in growth initiatives, and developing into a future producer.

Work style:

• 100% in-office (Maitland, FL)
• Client meetings via in-person and Zoom
• Competitive base salary + performance bonus
• Long-term growth opportunity

What You’ll Do

• Support and service existing clients (RMDs, income planning, investment planning, distributions, legacy planning support, etc.)
• Prepare for and follow up after client meetings
• Lead client progress reviews (with support as needed)
• Coordinate with custodians and financial institutions on account opening, transfers, and maintenance
• Process service requests and paperwork accurately from start to finish
• Maintain detailed client records in CRM and planning software
• Communicate proactively with clients to ensure timely follow-through
• Participate in team meetings, seminars, and educational events
• Follow established processes and help improve workflows

Our Culture

We are a high-energy, team-first office that values:

• professionalism
• follow-through
• positivity
• accountability
• growth mindset
• taking care of people

We work hard, move quickly, and support each other like a team.

What We’re Looking For

Required:

• Bachelor’s degree
• 1–3 years experience in financial services
• Strong organization, communication, and follow-through
• Client-service mindset and coachability
• Comfortable in a structured, fast-paced environment

Licensing:

• Florida Health & Life License (preferred)
• Series 65 (preferred — or willingness to obtain within 3–6 months)

What’s In It For You

• Competitive base salary (career-track range)
• Performance-based bonus with upside
• Health insurance + 401(k) with match (dental, vision, life insurance, HSA available)
• PTO + all holidays off (including your birthday)
• Gym membership
• Professional development and mentorship
• Team-oriented, high-standards culture with room to grow

Next Step — Short Intro Video

A short introductory video (approximately 3 minutes or less) is REQUIRED to be considered for this position.

Please submit your video along with your application to: kimberly@group10financial.com or upload securely by using our Secure File Upload link at the top of our website: https://group10financial.com/

In your video, briefly tell us:

• who you are
• why this role interests you
• a little about your background
• your future career goals

This does NOT need to be professionally produced, a phone or webcam recording is perfectly fine.

Applications submitted without the required intro video may not be considered.

This Role Is NOT a Fit If

• You prefer remote or hybrid job settings.
• You struggle with organization or follow-through
• You are looking for a short-term position
• You’re uncomfortable being coached or dislike structure and accountability
• You are not a team-first contributor willing to step in where needed
• You are uncomfortable working in a fast-paced office environment

Interested?

Turn in your Indeed Application. We review applications carefully and move quickly for the right fit. Send your intro video to kimberly@group10financial.com or by using our Secure File Upload link at the top of our website: https://group10financial.com/

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Application Question(s):

• Are you willing to obtain your Series 65 license within 6 months if hired?

YES or NO

• What specifically about this role and our company caught your attention?
• Describe a role or experience where organization and follow-through were critical.
• What are you doing currently and why are you interested in building a long-term career in financial services?
• What is your education and work experience in the financial services industry? Please explain and share the length of your experience.
• Which statement best describes you when working on a team? (You can choose no more than 2)

A) I enjoy taking charge and making decisions quickly.
B) I focus on building relationships and keeping the mood positive.
C) I prefer following clear processes and ensuring tasks are done accurately.
D) I like to support others and create a harmonious work environment.

• A short introductory video (approximately 3 minutes or less) is REQUIRED to be considered for this position.

Please submit your video along with your application to:
kimberly@group10financial.com
or use our Secure File Upload link at the top of our website:
https://group10financial.com/

In your video, briefly tell us:

• who you are
• why this role interests you
• a little about your background
• your future career goals

This does NOT need to be professionally produced — a phone or webcam recording is perfectly fine.

Applications submitted without the required intro video may not be considered.

YES or NO

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)
• securities license (Series 65, Series 6, Series 7, etc.)? (Preferred)

Ability to Commute:

• Maitland, FL 32751 (Required)

Work Location: In person