Financial Advisor

Totus Tuus Consulting is seeking an experienced Financial Advisor to join its close-knit team in St. Augustine. This is a relationship-focused role—not a cold-prospecting position. The firm supplies opportunities through client referrals, community marketing, educational events, and a growing online presence. You will serve existing households while helping prospective clients move through a thoughtful, estate-first planning process.

Advisory services are offered through Achieving Veritas LLC, a registered investment adviser affiliated with Totus Tuus Consulting under common ownership and control.

About Totus Tuus Consulting

Totus Tuus Consulting helps retirees, families, and business owners coordinate the major parts of their financial lives. Its proprietary Inspired Life™ process begins by understanding each client’s purpose, family, goals, and concerns, then brings together estate, legal, income, tax, wealth, insurance, and long-term-care planning through the firm and its professional partners.

Here, we're not just building a business. We're building a team that prays together, grows together, and celebrates together.

If you're ready to use your gifts to make a real impact (and have fun doing it), this could be the perfect place for you.

What Makes This Role Stand Out

• No required personal prospecting: the firm provides established relationships and new opportunities to serve.

• A patient, relationship-first process that prioritizes trust and comprehensive planning over quick transactions.

• Exposure to estate planning, tax strategies, retirement income, wealth management, insurance, annuities, and long-term-care planning.

• Hands-on mentorship: begin in a second-chair role with senior advisors before leading meetings independently.

• A supportive, values-driven team that cares deeply about clients and one another.

• Uncapped incentive potential for identifying additional planning and asset opportunities within existing relationships.

Key Responsibilities

• Build trusted, long-term relationships with existing clients and firm-generated prospects.

• Participate in discovery, follow-up, recommendation, and implementation meetings, progressing from second chair to meeting leader.

• Help clients work through the firm’s estate-first process before advancing into retirement income, tax, wealth, insurance, annuity, and care-planning conversations.

• Develop and communicate clear, personalized recommendations that reflect each client’s family, values, goals, and full financial picture.

• Coordinate with internal team members, the RIA platform, custodians, insurance partners, and outside attorneys to move client plans forward.

• Support ongoing service needs, including distributions, required minimum distributions, account changes, reviews, and newly identified assets.

• Maintain accurate, timely client records, tasks, and follow-up activity in Redtail and the firm’s technology systems.

• Use sound judgment and available resources to solve problems proactively while keeping the broader team informed.

Minimum Requirements

• Experience handling confidential client documents

• Prior client-facing experience in a professional setting

• Intermediate to advanced computer and CRM skills

• Florida 215 Insurance License (or willing to obtain)

• Series 65 License required (or willing to obtain)

• CFP designation preferred

Why You’ll Love Working Here

Because at Totus Tuus, you 'II never be "just an employee."

You'll be part of a team that believes in faith over fear, family over frenzy, and purpose over pressure.

Here's what that means for you:

• A supportive, values-driven culture that feels like home

• Real opportunities for personal and professional growth

• Encouragement to bring your faith and whole self to work

• A fun, positive environment where laughter and excellence coexist

• The chance to make a lasting impact on clients' lives every single day