The Well
Were 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.
Youll 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 and a book of business; you provide the hunger, professionalism, and closing skills.
What Youll Love - Qualified leads + warm book of business - Clear, proven 3-meeting sales process - Base + Uncapped commission on new production - Family-style, supportive culture
What Youll Do - Meet with retirees and pre-retirees (5575, $500k+ investable assets) - Deliver discovery, portfolio x-ray, and implementation meetings - Provide holistic retirement planning using models and annuity solutions - Manage and grow an inherited book
Who You Are - Licensed: Series 65 + Florida 215 - A true closer with strong presence - Comfortable working on-site across three offices for training - Motivated by uncapped earnings and strong marketing support
Youll 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 and a book of business; you provide the hunger, professionalism, and closing skills.
What Youll Love - Qualified leads + warm book of business - Clear, proven 3-meeting sales process - Base + Uncapped commission on new production - Family-style, supportive culture
What Youll Do - Meet with retirees and pre-retirees (5575, $500k+ investable assets) - Deliver discovery, portfolio x-ray, and implementation meetings - Provide holistic retirement planning using models and annuity solutions - Manage and grow an inherited book
Who You Are - Licensed: Series 65 + Florida 215 - A true closer with strong presence - Comfortable working on-site across three offices for training - Motivated by uncapped earnings and strong marketing support