About this role
Financial Advisor ( Tallahasse/South Georgia Area) at Addition Financial. Location: Tallahassee, Florida, United States. Role: Develop advisory relationships, Conduct discovery conversations, Deliver financial recommendations Requirements: Minimum 3–5 years as a Financial Advisor or similar; FINRA Series 7 and 66 (or 63/65); Life, Health, and Variable Annuity licenses; CFP/CRPC preferred; experience with Raymond James platforms preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Raymond James platforms, GPM, Portfolio Select, eFolio, Vault, TRITON, Client Access, Microsoft Excel Certifications: finra series 7, finra series 66, life insurance, health insurance, variable annuity, cfp, crpc Commitment: Full Time Workplace: Onsite Languages: English