What are the responsibilities and job description for the Wealth Management Advisor position at Verve Search Group?
Wealth Advisor
Location: The Villages, Florida
Schedule: 5 Days On-Site
Compensation: Competitive Base Salary Commission, Based on Experience
About the Role
We are seeking a motivated, sales-oriented Wealth Advisor to build new client relationships, conduct financial planning consultations, and guide prospective clients through the onboarding process.
This is an ideal opportunity for a personable financial professional who enjoys working directly with clients, generating new business, and simplifying complex retirement and investment concepts.
Key Responsibilities
- Generate new client relationships through seminars, workshops, referrals, and direct prospect engagement.
- Conduct discovery meetings to understand clients’ financial goals, needs, and priorities.
- Develop and present clear, compliant financial plans and recommendations.
- Evaluate existing portfolios and identify opportunities aligned with client goals and risk tolerance.
- Manage prospects throughout the sales process and convert qualified prospects into long-term clients.
- Lead the client onboarding process and coordinate with internal teams.
- Maintain accurate CRM records and meet established production and performance goals.
- Maintain all required licenses and adhere to applicable regulatory and compliance standards.
Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- 5 years of experience in wealth management, insurance, or financial services.
- Active Series 65 and Life & Health Insurance licenses.
- Strong presentation, communication, and relationship-building skills.
- Sales-oriented mindset with proven ability to develop new client relationships.
- Knowledge of managed accounts, portfolio fundamentals, and annuity products.
- Strong organizational skills and ability to thrive in a performance-driven environment.
- CRM experience preferred.
Additional Details
- 5 days per week in The Villages office.
- Candidates must be comfortable with the commute to The Villages or willing to relocate to a more commutable location.
- Competitive base salary plus commission based on experience.
- Benefits package and additional incentives available.
Salary : $125,000 - $175,000