Associate Financial Advisor – Altamonte Springs, FL

Gestión Humana is seeking an organized, proactive Associate Financial Advisor in Altamonte Springs, Florida. This full-time, on-site role is an opportunity to build a long-term career in financial advising while supporting client relationships and advisor operations.

Responsibilities

• Enter financial information into planning software and keep client records accurate and up to date.
• Prepare portfolio review meetings and coordinate reports and documentation with the primary advisor.
• Attend selected client meetings as a secondary advisor, take comprehensive notes, complete meeting dictations, and follow through on action items.
• Provide routine administrative and service support to designated servicing-only clients.
• Coordinate insurance cases and applications throughout the full application lifecycle.
• Gather product information and conduct preliminary investment research to support advisor recommendations.
• Manage Advisor-Owned-Entity (AOE) processes and related administrative workflows.
• Build and manage a growing roster of client relationships as a secondary point of contact.
• Participate actively in team activities and contribute to client service and advisory operations.

Qualifications

• Highly organized, proactive, and attentive to detail.
• Interested in developing a long-term career in financial advising.
• Strong communication, follow-through, and client relationship skills.
• Comfortable managing financial records, meeting documentation, and multiple administrative workflows.

Position Details

• Employer: Gestión Humana
• Location: Altamonte Springs, Florida, United States
• Work arrangement: On-site; not remote eligible
• Job type: Full-time
• Pay: $80000 per year