What are the responsibilities and job description for the Financial Advisor - Sarasota position at Boutique Recruiting?
Position Title: Financial Advisor
This position offers an opportunity for a driven professional to join a dynamic team as a Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure of cold outreach. The organization fosters a supportive culture that values high achievers, particularly those with backgrounds in athletics or the military, as they tend to excel in this environment. The ideal candidate will thrive in a structured setting, where they can leverage existing leads and appointments to build a successful practice. This position not only offers a platform for significant financial growth but also provides a chance to contribute to a team that prioritizes client care and personal development.
Salary Range: $65,000 - $80,000 / Year DOE
Financial Advisor Responsibilities
This position offers an opportunity for a driven professional to join a dynamic team as a Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure of cold outreach. The organization fosters a supportive culture that values high achievers, particularly those with backgrounds in athletics or the military, as they tend to excel in this environment. The ideal candidate will thrive in a structured setting, where they can leverage existing leads and appointments to build a successful practice. This position not only offers a platform for significant financial growth but also provides a chance to contribute to a team that prioritizes client care and personal development.
Salary Range: $65,000 - $80,000 / Year DOE
Financial Advisor Responsibilities
- Conduct 5-6 new client meetings per week with pre-qualified prospects
- Review and present financial plans prepared by the internal planning team
- Guide clients through a structured onboarding process across 2-3 meetings
- Close new client relationships with an expected ~30% conversion rate
- Build trust and rapport with pre-retiree and retiree clients
- Partner with internal processors and CSAs who handle all paperwork and transfers
- Transition ongoing client reviews to Service Advisors once asset thresholds are met
- Maintain compliance and documentation standards using internal systems
- 2-3 years of experience as a Financial Advisor with closing responsibility
- Active Series 65 license
- Proven ability to close new business and follow a defined sales process
- Coachable mindset with openness to feedback and training
- Strong communication skills and professional presence
- Comfortable working fully onsite and meeting clients face-to-face
- Degree preferred but not required, performance matters more than credentials
- Medical, dental, and vision insurance with benefits starting on day one
- 401k plan with a 4% match after 90 days
- Three weeks of PTO, including sick and vacation time
- Paid time off during the week of Christmas upon meeting performance targets
- Paid holidays including New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas
Salary : $65,000 - $80,000