Careers

We are looking for a financial advisor to serve credit union branches in the Ocala & The Villages areas. 

For many advisors the most challenging part of growing a financial advisor career is finding new clients or individuals to talk about their investments.  Freedom Financial Group helps to solve this problem.  We don’t cold call or knock on doors. We locate ourselves where the money is:  inside the credit union as the in-house investment advisory team.

We have a growth-oriented position available that includes a stream of leads in an attractive territory for a financial advisor who wants to grow in a hybrid entrepreneurial/structured environment.  If you have a book of clients but seek to grow beyond that book, this may also be an opportunity for you.

Freedom Financial Group is an established independent financial advisory practice focused on serving multiple credit union locations (70+) across Central Florida. We are looking to add a registered financial advisor to support continued growth in the Ocala / The Villages corridor.  Our candidate should reside in the general area this territory.

Our independent financial practice operates through a dually registered broker dealer/RIA. You’ll develop and grow your own territory, supported by our team of advisors and staff, our local OSJ, and the resources and efficiencies of one of the largest financial networks in the US.
 

We are seeking a financial advisor who has:

• Series 6 or 7 (65 or 66 a plus). 
• Florida 2-15 insurance license 
• At least 2-years of experience selling financial products/services. 
• Is tech savvy. 
• Is entrepreneurial.
• Practices excellent interpersonal skills.

Primary Responsibilities:

• Collaborating with credit union branch staff to generate investment referrals.
• Providing a broad range of investment services and products.
• Identifying opportunities to establish client relationships.
• Building/Maintaining a strong client network and pipeline.
• Conducting and/or participating in investment performance and relationship reviews.
• Adhering to compliance requirements and corporate and industry protocols.

 
We help clients pursue long-term financial goals: retirement, building wealth, estate strategies, funding education, and more.

No earnings cap | Professional growth opportunity | Work-Life balance with scheduling flexibility.

Full background check required.

Job Description

We are looking for a junior financial advisor to learn from and support one of our seasoned advisors in a high volume Lakeland territory.

Freedom Financial Group is an established independent financial advisory practice focused on serving multiple credit union locations (70+) across Central Florida. 

Our independent financial practice provides the structure and built-in lead generation as well as the entrepreneurial freedom to grow your opportunity.  We offer team support, a local OSJ, and the resources and efficiencies of one of the largest financial networks in the US.

Requirements:

• Series 6 or 7 (65 or 66 a plus)
• Florida 2-15 insurance license
• Lakeland area resident
• Have 6 months of experience selling financial products/services
• Tech savvy
• Entrepreneurial
• Excellent interpersonal skills

Primary Responsibilities:

• Collaborating with credit union branch staff to generate investment referrals.
• Providing a broad range of investment products and services to help clients pursue their goals.
• Identifying opportunities to establish client relationships.
• Building/Maintaining a strong client network and pipeline.
• Conducting and/or participating in investment performance and relationship reviews.
• Adhering to compliance requirements and corporate and industry protocols.

We help clients pursue long-term financial goals: retirement, building wealth, estate strategies, funding education, and more. 

We’ll help you grow professionally, earn more (uncapped), and have the work-life balance you seek.  

Full background check required.

Job Description

We are looking for a junior financial advisor to learn from and support one of our seasoned advisors in a high volume Tampa territory.

Freedom Financial Group is an established independent financial advisory practice focused on serving multiple credit union locations (70+) across Central Florida. 

Our independent financial practice provides the structure and built-in lead generation as well as the entrepreneurial freedom to grow your opportunity.  We offer team support, a local OSJ, and the resources and efficiencies of one of the largest financial networks in the US.

Requirements:

• Series 6 or 7 (65 or 66 a plus)
• Florida 2-15 insurance license
• Tampa area resident
• Have 6 months of experience selling financial products/services
• Tech savvy
• Entrepreneurial
• Excellent interpersonal skills

Primary Responsibilities:

• Collaborating with credit union branch staff to generate investment referrals.
• Providing a broad range of investment products and services to help clients pursue their goals.
• Identifying opportunities to establish client relationships.
• Building/Maintaining a strong client network and pipeline.
• Conducting and/or participating in investment performance and relationship reviews.
• Adhering to compliance requirements and corporate and industry protocols.

We help clients pursue long-term financial goals: retirement, building wealth, estate strategies, funding education, and more. 

We’ll help you grow professionally, earn more (uncapped), and have the work-life balance you seek.  

Full background check required.

We are looking for a financial advisor to serve credit unions in the Naples, Cape Coral, Fort Myers, Sarasota, Bradenton areas. 

For many advisors the most challenging part of growing a financial advisor career is finding new clients or individuals to talk about their investments.  Freedom Financial Group helps to solve this problem.  We don’t cold call or knock on doors. We locate ourselves where the money is:  inside the credit union as the in-house investment advisory team.

We have a growth-oriented position available that includes a stream of leads in an attractive territory for a financial advisor who wants to grow in a hybrid entrepreneurial/structured environment.  If you have a book of clients but seek to grow beyond that book, this may also be an opportunity for you.

Freedom Financial Group is an established independent financial advisory practice focused on serving multiple credit union locations (70+) across Central Florida. We are looking to add a registered financial advisor to support continued growth in the Naples-to-Sarasota corridor.  Our candidate should reside within this territory.

Our independent financial practice operates through a dually registered broker dealer/RIA. You’ll develop and grow your own territory, supported by our team of advisors and staff, our local OSJ, and the resources and efficiencies of one of the largest financial networks in the US.
 

We are seeking a financial advisor who has:

• Series 6 or 7 (65 or 66 a plus). 
• Florida 2-15 insurance license 
• At least 2-years of experience selling financial products/services. 
• Is tech savvy. 
• Is entrepreneurial.
• Practices excellent interpersonal skills.

Primary Responsibilities:

• Collaborating with credit union branch staff to generate investment referrals.
• Providing a broad range of investment services and products.
• Identifying opportunities to establish client relationships.
• Building/Maintaining a strong client network and pipeline.
• Conducting and/or participating in investment performance and relationship reviews.
• Adhering to compliance requirements and corporate and industry protocols.

 
We help clients pursue long-term financial goals: retirement, building wealth, estate strategies, funding education, and more.

No earnings cap | Professional growth opportunity | Work-Life balance with scheduling flexibility.

Full background check required.