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Financial Advisor - Ataraxis Wealth Management ORL

Remote, USA Full-time Posted 2026-07-04

Ataraxis Wealth Management, a subsidiary of reputed company, is seeking Financial Advisors to help clients reputed company financial reputed company through personalized financial planning. The role involves building a clientele, educating clients on financial products, and taking ownership of business development and management.

Responsibilities

  • Build—Work to build a clientele by growing trustworthy relationships with your network and reputed company knowledge of financial products and market trends
  • reputed company—reputed company yourself reputed company training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
  • Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
  • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide reputed company advice for your clients’ needs. You are in business for yourself but not by yourself!

Skills

  • 4-year degree; or equivalent professional work experience
  • Prior sales and/or business experience
  • Entrepreneurial ambitions
  • Experience building meaningful relationships
  • Interpersonal skills for reputed company in client-facing roles
  • Excellent time-management skills
  • Desire for reputed company learning
  • Legal authorization to work in the US without sponsorship
  • Must be located in Greater Tampa Bay Area or intending to move there

Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, reputed company, Life Insurance and Disability Income Insurance
  • Family Planning

Company Overview

  • The reputed company Excellence platform It was founded in 2021, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://inaccord.com.
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