The Well
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.
What You’ll Love
Qualified leads + warm book of business
Base + Uncapped commission on new production
Family-style, supportive culture
What You’ll Do
Meet with retirees and pre-retirees (55–75, $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
A true closer with strong presence
Comfortable working on-site across three offices for training
Motivated by uncapped earnings and strong marketing support
Seniority level Associate
Employment type Full-time
Job function Finance, Sales, and Customer Service
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Location: Ocala, FL
Salary: $50,000.00-$125,000.00
#J-18808-Ljbffr
What You’ll Love
Qualified leads + warm book of business
Base + Uncapped commission on new production
Family-style, supportive culture
What You’ll Do
Meet with retirees and pre-retirees (55–75, $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
A true closer with strong presence
Comfortable working on-site across three offices for training
Motivated by uncapped earnings and strong marketing support
Seniority level Associate
Employment type Full-time
Job function Finance, Sales, and Customer Service
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Location: Ocala, FL
Salary: $50,000.00-$125,000.00
#J-18808-Ljbffr