Boutique Recruiting
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Financial Advisor
role at
Boutique Recruiting
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. This role is ideal for a confident, coachable closer who thrives in a high-performance environment, values structure, and wants uncapped earning potential without the grind of prospecting.
Financial Advisor 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
Financial Advisor 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
Generous 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
This is a rare opportunity for an advisor who wants high income, elite support, and a proven system, without cold calling, self-generated leads, or administrative drag. If that sounds like you, apply now!
#J-18808-Ljbffr
Financial Advisor
role at
Boutique Recruiting
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. This role is ideal for a confident, coachable closer who thrives in a high-performance environment, values structure, and wants uncapped earning potential without the grind of prospecting.
Financial Advisor 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
Financial Advisor 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
Generous 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
This is a rare opportunity for an advisor who wants high income, elite support, and a proven system, without cold calling, self-generated leads, or administrative drag. If that sounds like you, apply now!
#J-18808-Ljbffr