About this opportunity
Prevail Recruiting lists this Financial Advisor - Qualified Appointments Provided opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor – Qualified Appointments Provided
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Location: Tampa, FL
Employment Type: Full-Time
About the Opportunity
We are partnering with a growing wealth management and financial planning firm that is expanding its advisor presence in the Tampa market and hiring multiple Financial Advisors as part of that growth.
This is a true financial advisory and planning opportunity with a major difference from many traditional advisor roles:
You do not have to build your own pipeline.
An established internal marketing and lead-generation team handles prospecting, lead qualification, and appointment setting. Qualified prospective clients are placed directly on your calendar, allowing you to spend your time where you can make the greatest impact — understanding the client's financial picture, developing strategies, providing advice, and ultimately earning the client relationship.
This is an excellent opportunity for an experienced advisor who enjoys the consultative and relationship-building side of wealth management , has the ability to close new business, but would prefer to spend less time cold prospecting.
What You'll Do
Meet with qualified prospective clients provided through the firm's internal lead-generation platform
Conduct comprehensive discovery to understand each client's financial situation, goals, concerns, and retirement objectives
Develop and present financial planning and wealth-management strategies
Advise clients across areas including investments, retirement income, financial planning, estate considerations, tax strategies, and insurance
Educate prospective clients and clearly communicate financial recommendations
Build trust, address questions and objections, and convert qualified prospects into long-term client relationships
Grow assets under management through successful new-client acquisition
Develop lasting advisory relationships and provide ongoing financial guidance
Participate in educational presentations and seminars as appropriate
What We're Looking For
3+ years of experience as a Financial Advisor, Wealth Advisor, Financial Consultant, or similar client-facing advisory professional
Active Series 65 and/or Series 66 or equivalent applicable licensing
CFP® designation is highly valued
Demonstrated financial planning and wealth-management experience
Proven ability to develop and close new client relationships
Experience bringing in new AUM, consolidating outside assets, or growing client relationships
Strong consultative communication and presentation skills
Retirement planning experience is a plus
Seminar or public-speaking experience is a plus
Comfortable working in a performance-driven environment
Ability to build credibility and trust quickly with prospective clients
Compensation
The compensation model is designed to reward performance and provides significant upside:
$75,000 minimum guaranteed Year 1 draw
Performance-based compensation above the draw
Uncapped earning potential
Strong performers have the opportunity to earn $250,000–$350,000+
Qualified prospective client appointments are provided
Why This Opportunity Is Different
Many experienced advisors are excellent at financial planning and winning client relationships but spend an enormous amount of their time prospecting, cold calling, networking, and trying to fill their own calendars.
This model separates prospect generation from advising.
The firm's internal team builds the pipeline. You focus on the client. xhmxlyz
If you're an experienced advisor who enjoys financial planning, developing relationships, and closing new business - and you'd like the opportunity to do that with qualified appointments already on your calendar - we'd like to speak with you.
Multiple positions are available as the firm expands its presence in Tampa.
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.