FirstWave Financial® is a rapidly growing registered investment advisory firm that provides integrated financial planning and wealth management services to individuals, families and retirement plans. Our offices are located in Satellite Beach and Orlando, Florida, offering clean beaches, theme parks, friendly people and year-round recreational opportunities.
We offer competitive salaries, incentive compensation, vacation/holiday/sick days, maternity leave, medical insurance, dental plan, group term life, short and long-term disability, profit-sharing plan, 401(k) plan, section 125 flexible compensation plan, tuition assistance program, and a great team of co-workers. Our dress policy is business casual.
If you are looking for a great opportunity, working with a great bunch of people, in a great part of the country, then provide us with some information about yourself and how you believe you can improve our client centered service. We would be happy to hear from you.
We are always looking for talented individuals to add to our team. Please send resume to firstname.lastname@example.org. Or, fill out the form below:
WealthCoach™– Proven capabilities of providing tailored wealth management solutions to high net worth individuals a must. Previous experience with values based financial planning, passive investment strategies and The Strategic Coach a plus. Excellent compensation and benefits available to the right person.
Financial Planner – Development of integrated financial plans showing clients what steps are required to be taken to achieve their personal financial goals and realize their life values.
Portfolio Administrator – Maintenance of client investment reports including the preparation of quarterly portfolio appraisals, performance and billing using various software. Transfer of clients’ assets from previous custodian. Positive attitude and experience exceeding the expectations of clients.
Client Concierge – Ensures that clients receive prompt attention to their individual financial needs and enhances client/firm relationships by providing knowledgeable and timely assistance on an individualized basis. Assists in conducting quarterly client reviews, researches and follows up on a variety of subjects that are of interest, or concern, to our clients.
Compliance Manager – Ensures that firm is in compliance with SEC and State of Florida regulations. Keeps ADV and compliance policies and procedures current. Assists the Chief Compliance Officer in administering the Firm’s Compliance Program.
Office Coordinator – Establishes and sustains efficient systematic day to day office management procedures. Coordinates outsourced vendor relationships.
Trader/Analyst – Executes trades after careful analysis of household account allocations and tax consequences. Analyzes financial data and provides solutions for clients’ financial plans.
Client Service Associate – Assists the WealthCoaches in delivering extreme client service to our valued clients.