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Job description
Position Title: Financial Advisor
This position offers an opportunity for a driven professional to join a dynamic team as a Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure of cold outreach. The organization fosters a supportive culture that values high achievers, particularly those with backgrounds in athletics or the military, as they tend to excel in this environment. The ideal candidate will thrive in a structured setting, where they can leverage existing leads and appointments to build a successful practice. This position not only offers a platform for significant financial growth but also provides a chance to contribute to a team that prioritizes client care and personal development.
Salary Range: $65,000 - $80,000 / Year DOE
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: Medical, dental, and vision insurance with benefits starting on day one
401k plan with a 4% match after 90 days
Three weeks of PTO, including sick and vacation time
Paid time off during the week of Christmas upon meeting performance targets
Paid holidays including New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas
If you are a Sarasota Financial Advisor looking to take the next step in your career, apply now! #LI-SB1
Worksite address
sarasota, FL, 34243, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.