Private Wealth Advisor

Company Description

Polley Wealth Management, based in Orlando, FL, is a premier independent fiduciary wealth management firm committed to delivering personalized financial strategies. Serving high-net-worth professionals, executives, and business owners, the firm integrates investment management, tax optimization, estate planning, and risk mitigation into comprehensive wealth solutions tailored to client needs. Recognized with multiple awards, Polley Wealth Management prides itself on its bespoke approach, free from conflicts of interest, to optimize financial success. With a focus on long-term relationships and sophisticated strategies, the firm seeks to provide exceptional service to clients with unique financial objectives.

This Is Not a Job. It’s a Platform.

This is an opportunity to build a real business within an established private wealth management practice serving high-net-worth professionals, business owners, and executives across Central Florida.

We are not looking for someone to “service accounts.”

We are looking for someone who wants to build a book, own relationships, and grow something meaningful over time.

If you are entrepreneurial, competitive, and serious about becoming a top-tier advisor, this role will give you the platform to do it.

If you are looking for structure, hand-holding, or a steady flow of inbound leads, this will not be a fit.

What You’ll Actually Do

• Build and manage relationships with high-net-worth clients
• Prospect consistently through referrals, centers of influence (CPAs, attorneys), and direct outreach
• Lead client meetings and deliver comprehensive advice across investments, tax strategy, retirement, and estate planning
• Develop and maintain a repeatable pipeline of qualified prospects
• Collaborate with the firm on planning strategies and client solutions
• Take full ownership of your growth, activity, and results

What Success Looks Like

Within your first 12–18 months:

• You have built a consistent and measurable prospecting rhythm
• You are bringing in new ideal clients (not just taking what comes)
• You are managing relationships with confidence and professionalism
• You are earning trust and generating referrals organically

This is a performance-driven role. Outcomes matter.

Who This Is For

• Self-starters who do not need to be told what to do
• Individuals with strong internal drive and a competitive mindset
• Professionals who are comfortable with uncertainty and long-term upside
• Advisors or sales professionals who want to build something of their own - not just maintain

Who This Is Not For

• Those who rely on inbound leads to succeed
• Individuals who prefer structure over autonomy
• Candidates looking for a salaried or service-based role
• Anyone uncomfortable with prospecting, rejection, and accountability

Qualifications

• 2–7 years of experience in financial services, sales, or a client-facing role
• Experience working with affluent clients is preferred but not required
• Strong communication skills and professional presence
• Demonstrated ability (or clear potential) to build relationships and generate business
• Licenses (Series 65, 66, or equivalent) are a plus, but not required

Compensation & Upside

• Performance-based compensation
• Significant long-term upside tied directly to production and growth
• Opportunity to build and own a meaningful book of business over time

This role is designed for individuals who want to be rewarded for performance - not tenure.

Why This Opportunity Is Different

• Focus on affluent, high-quality clients - not transactional volume
• Emphasis on advice, relationships, and long-term trust
• Entrepreneurial environment with autonomy and high expectations
• Clear path to building a real practice within a growing firm

How to Apply

If this aligns with how you think about your career, apply with your resume and a brief note explaining:

Why this role—and why now?

• Only candidates who are serious about building a long-term career in wealth management should apply.