RecruitVine
Financial Advisor Warm Leads, No Cold Calling, $150K+ First Year (Melbourne)
RecruitVine, Melbourne, Florida, United States, 32935
Location:
On-site |
Type:
Full-Time |
Industry:
Wealth Management
Are you an experienced
Financial Advisor
looking for a better culture, stronger support, and a real path to growth? Our client
a well-established boutique
wealth management
firm
is hiring a proactive, relationship-driven
Financial Planner
to join their fun, fast-paced, and friendly team. This is a rare advisory role with
warm leads ,
a growing book , and
no cold calling .
Why This Role Stands Out: Warm leads + existing clients
(no cold calling or mass prospecting) $75K base + 25% commission $150K+ realistic first-year earnings , long-term potential of $250K+ (uncapped) 2 weeks PTO + full paid Christmas week off Fridays end at 2 PM Supportive leadership, strong onboarding, and excellent tools (RedTail, eMoney) A boutique environment without corporate red tape
What Youll Do: Meet with warm prospects and assigned clients Provide retirement planning, investment guidance, tax-aware strategies, and holistic financial planning Build and deliver comprehensive financial plans Deepen client relationships and maintain high retention Participate in client events and educational seminars (PTO provided for after-hours events)
What Were Looking For: 25 years of financial planning or wealth management experience Life & Health Insurance License +
Series 65 or 66 is required Strong communication, presentation, and follow-through skills Proactive, self-directed, and comfortable in a fast-paced environment A team player who is personable, coachable, and client-focused
About the Firm: The firm believes in delivering a high-touch, high-integrity client experience. Their culture is
collaborative ,
growth-oriented , and genuinely
camaraderie-driven . They value people who take initiative, bring positive energy, and thrive in a team that balances hard work with meaningful connection.
Ready for a Financial Advisor role where you can grow your income and your impact? Apply today and step into a firm that provides the clients, the tools, and the support you need to excel.
On-site |
Type:
Full-Time |
Industry:
Wealth Management
Are you an experienced
Financial Advisor
looking for a better culture, stronger support, and a real path to growth? Our client
a well-established boutique
wealth management
firm
is hiring a proactive, relationship-driven
Financial Planner
to join their fun, fast-paced, and friendly team. This is a rare advisory role with
warm leads ,
a growing book , and
no cold calling .
Why This Role Stands Out: Warm leads + existing clients
(no cold calling or mass prospecting) $75K base + 25% commission $150K+ realistic first-year earnings , long-term potential of $250K+ (uncapped) 2 weeks PTO + full paid Christmas week off Fridays end at 2 PM Supportive leadership, strong onboarding, and excellent tools (RedTail, eMoney) A boutique environment without corporate red tape
What Youll Do: Meet with warm prospects and assigned clients Provide retirement planning, investment guidance, tax-aware strategies, and holistic financial planning Build and deliver comprehensive financial plans Deepen client relationships and maintain high retention Participate in client events and educational seminars (PTO provided for after-hours events)
What Were Looking For: 25 years of financial planning or wealth management experience Life & Health Insurance License +
Series 65 or 66 is required Strong communication, presentation, and follow-through skills Proactive, self-directed, and comfortable in a fast-paced environment A team player who is personable, coachable, and client-focused
About the Firm: The firm believes in delivering a high-touch, high-integrity client experience. Their culture is
collaborative ,
growth-oriented , and genuinely
camaraderie-driven . They value people who take initiative, bring positive energy, and thrive in a team that balances hard work with meaningful connection.
Ready for a Financial Advisor role where you can grow your income and your impact? Apply today and step into a firm that provides the clients, the tools, and the support you need to excel.