Financial Advisor

Financial Advisor

Responsibilities

• Conduct approximately five to six new client meetings each week with warm, prequalified prospects
• Lead prospective clients through a consultative two- to three-meeting onboarding process
• Review financial plans prepared by the firm’s dedicated planning team before presenting recommendations
• Evaluate each client’s financial goals, retirement needs, risk tolerance and investment priorities
• Present solutions involving managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies based on client needs
• Build credibility with pre-retirees and retirees, with an average client relationship of approximately $1 million
• Convert qualified prospects into new clients while working toward a 30% closing ratio
• Deliver a polished, confident, and educational client experience
• Partner with schedulers, client service associates, processors and planning professionals to ensure seamless onboarding
• Maintain accurate client and opportunity information within the firm’s systems
• Follow the firm’s proven advisory, sales and client service processes
• Transition established client relationships to service advisors for ongoing annual reviews as the book of business grows
• Consistently meet performance goals and key performance indicators

Requirements

• 2–3+ years of experience as a Financial Advisor
• Proven experience closing new client business
• Active Series 65 license
• Strong consultative sales and relationship-building skills
• Confidence presenting complex financial strategies in a clear, compelling way
• Able to command a room while remaining humble and receptive to coaching
• Self-motivated, competitive and results-oriented mindset
• Intellectual curiosity and a genuine desire to learn the firm’s established process
• Able to accept feedback, adjust quickly, and execute consistently
• Commitment to working fully on-site in Fort Myers
• Availability to accommodate an occasional evening client appointment
• Degree not required when supported by relevant experience

Preferred Qualifications

• Active insurance license
• CFP designation
• Experience with Wealthbox, Nitrogen/Riskalyze, eMoney or Schwab’s custodial platform
• Background with an independent advisory firm, wealth management organization or insurance-based financial services company
• Former collegiate athlete or military experience

Benefits

• Medical insurance available beginning on the first day of employment, with five plan options
• $300 monthly employer contribution toward an advisor’s medical premium
• Employee-paid dental and vision coverage
• 401(k) with an employer match of up to 4% after eligibility requirements are met
• 15 days of combined PTO after 90 days
• PTO increases to 20 days after three years and 25 days after five years
• Paid holidays, including your birthday, Christmas Eve, Christmas Day, Thanksgiving and the day after Thanksgiving
• Paid company closure during Christmas week for advisors who meet performance goals
• Monthly commission payments
• Additional performance contests and incentive opportunities
• High earnings potential, with established advisors commonly earning $300,000+
• No cold calling, purchased leads or self-generated marketing required
• Warm appointments scheduled directly on the advisor’s calendar
• Dedicated planning, scheduling and processing support
• Potential relocation assistance of $5,000–$10,000
• Opportunity to earn dedicated service advisor and processing support as the book of business grows
• Advancement potential into Lead Advisor roles as the firm expands into new markets