Junior Financial Advisor

Job Description

Job Title: Junior Financial Advisor

Location: Venice, Florida, Hybrid / Remote

Employment Type: Full-time

Compensation: $60,000 + commission/bonus

Company Description

Gasima Financial is a client-focused financial services firm dedicated to helping individuals and families build, protect, and grow their wealth by changing the game on how personal financial services are delivered to clients. We believe in a total coordinated advice solution that touches all things financial in a client’s life; taxes, college savings, estate planning, retirement planning, start-up investing, small business advice and more, all delivered in a tech-forward and easy to understand way. As we grow, we’re looking for a motivated Junior Financial Advisor to join our team and develop into a trusted advisor for clients and to guide their customer experience across our platform.

Role Overview

As a Junior Financial Advisor, you will learn how to leverage the firm’s resources to deliver personal finance advice and coordinate the client experience across our platform. You will be challenged with building your own clientele, all while supporting senior staff and existing client relationships. This is an excellent opportunity for someone early in their career who is eager to learn, grow, and pursue professional development in the space and to help shape the client experience as you become a part of the next generation of leaders in the wealth management industry.

Key Responsibilities

• Assist senior advisors in preparing financial plans, investment proposals, and client presentations.
• Conduct basic financial analyses, including retirement, and risk assessments.
• Support client onboarding, collect and maintain accurate client documents and records.
• Participate in client meetings and follow up on action items.
• Research investment products, market trends, and financial strategies.
• Build foundational client relationships under guidance and supervision.
• Stay informed on financial regulations and compliance requirements.

Qualifications

• Bachelor’s degree in Finance, Economics, Business are helpful, but not necessary; all backgrounds are welcome to apply.
• 0–3 years of experience in financial services, investment operations, client service, or related business roles or internships.
• Strong interest in financial planning, investments, and client service.
• Excellent communication and interpersonal skills, willingness to prospect for new clients.
• High level of integrity, professionalism, and attention to detail.
• Ability to learn quickly and work in a team-based environment.
• Proficiency with Microsoft Excel and basic financial tools.

Preferred (but Not Required)

• Progress toward or attained licenses, specifically Series 65. Firm will sponsor if need be.
• Internship or entry-level experience in financial services, banking, or insurance.
• Familiarity with CRM or financial planning software.

What We Offer

• Mentorship and hands-on training from experienced advisors.
• Support for licensing and professional development.
• Clear career growth path to Financial Advisor.
• Competitive compensation with performance-based incentives.
• Paid time off and full benefits package.
• Collaborative and supportive hybrid work environment.

How to Apply

Submit your resume and a brief cover letter explaining your interest in financial advising to info@gasimafinancial.com