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Florida Financial Advisors

Engaged Employer

Know what you're getting into as an independent financial advisor - Financial Advisor Florida Financial Advisors Employee Review

4.0
Jun 24, 2022
Recommend
CEO approval
Business Outlook

Pros

You can make a lot of money if it works out... They provide office space and leads. FFA pays for your licensing fees to the state. Most independent shops make you pay those fees yourself. They train you in sales and once you can set appointments you move on to financial planning classes. The culture is laid back. There is literally no HR You can vape in the office. You can drink in the office. Adderall openly flows

Cons

300 calls/10 appointments a week minimum - the job can be a GRIND No benefits, base salary, or 401k. Independent contractor type of job It's kind of a start up You usually don't make much money in the beginning. Success comes not at all then all at once. Here's what you'll do: 1. Download target contact info from websites that sell this information (Zoominfo.com) 2. Add these people on LinkedIn 3. Cold call them offering financial advice 4. Run them through a series of meetings and make recommendations on product (usually annuities, insurance, or managed money) 5. Repeat forever Your job starts out cold calling and setting meetings to be run by managers in the office (who take a small cut of the sale but close the business). Once you get good at that you start running meetings yourself and get the opportunity to make a cut of others sales. Eventually you get given a team who you run their meetings but this could be almost anytime, even weekends. Not much work/life balance but you could make good money once you start running meetings for your team.

Explore other reviews about Florida Financial Advisors

5.0
May 27, 2026
Recommend
CEO approval
Business Outlook

Pros

Great system to learn the industry. The training and support on how to actually run meetings, give valuable advice and build a book of business is unmatched.

Cons

The con of being financial advisor in general is you must obtain clients. That mean putting yourself out there and asking for business.

1.0
May 13, 2026
Recommend
CEO approval
Business Outlook

Pros

There are no pros whatsoever for working at Florida Financial Advisors.

Cons

There is no salary even though they said there would be one during the interview process. You aren't trained to be a financial advisor. You are trained to sell insurance and annuities. Even if you do tough it out, you will be subjected to weekly cult-like CEO worship and a multi-level marketing style organization structure. The only way to succeed long-term is to go into management and make money off of people you pull into taking the job.

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