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 port...