Financial Advisor

About the role

A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best: meet with qualified prospects, deliver recommendations, and close new client relationships. The firm handles marketing, lead generation, scheduling, planning support, and paperwork. You’ll walk into a booked calendar, supported by a dedicated planning team and client service staff, and focus exclusively on onboarding new clients and growing assets.

Responsibilities

• Conduct 5-6 new client meetings per week with pre-qualified prospects
• Review and present financial plans prepared by the internal planning team
• Guide clients through a structured onboarding process across 2-3 meetings
• Close new client relationships with an expected ~30% conversion rate
• Build trust and rapport with pre-retiree and retiree clients
• Partner with internal processors and CSAs who handle all paperwork and transfers
• Transition ongoing client reviews to Service Advisors once asset thresholds are met
• Maintain compliance and documentation standards using internal systems

Requirements

• 2-3+ years of experience as a Financial Advisor with closing responsibility
• Active Series 65 license
• Proven ability to close new business and follow a defined sales process
• Coachable mindset with openness to feedback and training
• Strong communication skills and professional presence
• Comfortable working fully onsite and meeting clients face-to-face
• Degree preferred but not required, performance matters more than credentials

Benefits

• All marketing, lead generation, and appointment setting provided
• Multiple compensation structures available
• Monthly commission payouts with strong long-term revenue sharing
• Medical, dental, and vision insurance
• 401(k) with company match after 6 months
• Broad PTO
• Paid shutdown during the week of Christmas for top performers
• Dedicated planning team, CSA support, and service advisors as your book grows
• Clear path to lead advisor roles or expansion into new office locations