What are the responsibilities and job description for the Wealth Management Advisor position at Verve Search Group?
Wealth Advisor
Location: Fort Lauderdale, Florida (must be comfortable commuting or open to relocation)
Compensation: Competitive base salary commission
Overview:
Verve Search Group is working with a rapidly growing company in the wealth management space that is seeking a Wealth Advisor to join their team. This is an excellent opportunity for a motivated advisor looking to focus on client relationships and closing business within a high-growth environment.
Why This Role Stands Out:
- Consistent flow of qualified leads — no cold calling or building a book from scratch
- Fast track to strong earnings with a model designed for high producers
- Full operational and marketing support, allowing you to focus on advising clients and driving revenue
Key Responsibilities:
- Meet with prospective clients and provide tailored wealth management and retirement planning solutions
- Build and maintain strong client relationships
- Close new business opportunities from company-provided leads
- Work within a structured, proven sales and advisory process
Qualifications:
- Experience in wealth management, financial advising, or a related field
- Strong communication and relationship-building skills
- Proven ability to close business and manage client relationships
- Motivated, driven, and comfortable working in a performance-based environment
- Series 63, Series 65, and Series 7 licenses strongly preferred
Salary : $80,000 - $100,000