RecruitVine
Financial Advisor — Warm Leads, No Cold Calling, $150K+ First Year
RecruitVine, Melbourne, Florida, United States, 32935
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 You’ll 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 We’re Looking For:
2–5 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.
#J-18808-Ljbffr
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 You’ll 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 We’re Looking For:
2–5 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.
#J-18808-Ljbffr