Financial Advisor

Financial Advisor

We’re hiring a Financial Advisor on behalf of our client- a growing, retirement-focused wealth management firm based in Central Florida. This is a high-impact role for a driven advisor who loves both closing new business and nurturing long-term client relationships.

You’ll step into a warm, boutique style environment with strong marketing support, uncapped earning potential, and a clear, repeatable sales process. The firm provides qualified leads; you provide the hunger, professionalism, and closing skills.

What You’ll Do

Client Acquisition & Sales

1. • Run a three-meeting advisory process with pre-qualified prospects (largely retirees and pre-retirees)
2. • Conduct discovery meetings to build rapport, understand client goals, and explain the firm’s planning approach
3. • Deliver portfolio “x-ray” reviews and highlight weaknesses and opportunities in clients’ current portfolios
4. • Present clear, confident recommendations aligned with the firm’s models, annuity solutions, and tax strategies
5. • Convert qualified prospects into long-term clients and shepherd them through onboarding

Client Account Management

1. • Initially manage a portion of existing clients and become their primary relationship owner
2. • Conduct review meetings and identify opportunities for additional AUM and annuity business
3. • Maintain high levels of client satisfaction, communication, and follow-through

Planning & Implementation

1. • Work with the team to implement investment recommendations, including applications and transfers
2. • Coordinate with the Director of Client Services on operations and service items
3. • Use CRM with AI notetaker to document meetings efficiently

Growth & Marketing Support

1. • Benefit from strong marketing and seminar funnels- no personal marketing spend required
2. • Participate in client coffees and relationship-building (reimbursed)
3. • Over time, lead educational seminars in the community
4. • Potential to run Zoom meetings from home after successful training

Team, Culture & Collaboration

1. • Join a warm, family-style team with high expectations
2. • Participate in weekly meetings to solve systemic issues
3. • Collaborate with the CEO, Senior Advisor, and Director of Client Services

Ideal Candidate Profile

Experience

1. • Experience as a Financial Advisor, Wealth Advisor, or similar role
2. • Strong closing ability, especially with retirees
3. • Familiarity with annuities, retirement income planning, and model portfolios

Licensing & Education

1. • Active Series 65 (or equivalent)
2. • Active Florida 215 (life & health)
3. • Bachelor’s degree preferred but not required

Skills & Attributes

1. • Natural closer with strong presence
2. • Hungry, ambitious, and motivated by uncapped compensation
3. • Coachable and committed to following a proven sales process
4. • Positive energy, initiative, backbone, and excellence

Benefits

1. • Medical, dental, vision (60-day eligibility)
2. • Simple IRA after 1 year
3. • Traditional vacation days

Location & Schedule

1. • Full-time, on-site in Central Florida
2. • Training across Gainesville, Ocala, and The Villages
3. • Long-term primary office: The Villages
4. • Some evening seminars required