Financial Advisor/Wealth Manager - Dallas, TX
📋 Role Overview & Responsibilities
Florida Financial Advisors is a fast-growing firm that specializes in the unique needs of the working class with a soul focus of providing comprehensive financial planning and wealth management services to help our clients realize their dreams. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. FFA’s mission is to take people to the highest possible level in both their career and life.
Our company had grown exponentially since opening in 2018, with advisors now servicing the Tampa, Orlando, Miami, Jacksonville, Philadelphia, Nashville, Arlington, Atlanta, Charlotte, DC Metro, Nashville, Austin and Dallas areas. We like working with people who think ‘outside-the-box’ and who can rally a group of people around a common goal. Ultimately, we are looking for someone who can manage our on-boarding and ensure FFA always meets our staff requirements.
Position: Operations Associate
Hours: 20-25 hours/week
Location: 3400 Peachtree Road NE Suite 700, Atlanta, GA 30326
The operations associate will report directly to the Senior Director of Operation and will provide support to all advisors regarding onboarding, registration, compliance, and other operations tasks.
Responsibilities: • Assist with applying, developing, and implementing Registration Department procedures, practices and controls related to licensing and registration.• Oversight of filing, maintaining, and updating required registration forms; Forms U4 and U5• Assist with ensuring filing, maintaining, and updating Form ADV and completing other regulatory filings.• Maintain licensing and registration related records• Assist with providing interpretative guidance on registration and disclosure related rules and regulations.• Support the resolution of issues or concerns related to registration matters.
Requirements: • General understanding of financial services business• Strong communication skill and coachability required.• Extremely organized• Advanced understanding of Microsoft office suite.
Securities offered through Trinity Wealth Securities, LLC are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Advi sory services offered through Florida Financial Advisors. Please contact your Financial Advisor for information regarding specific investments. Trinity Wealth Se
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