Job Description
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
- • Run a three-meeting advisory process with pre-qualified prospects (largely retirees and pre-retirees)
- • Conduct discovery meetings to build rapport, understand client goals, and explain the firm’s planning approach
- • Deliver portfolio “x-ray” reviews and highlight weaknesses and opportunities in clients’ current port...