Client Acquisition Advisor

The Well; Jacksonville (FL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Relocation assistance

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance $25k

401(k) with match

Paid Time Off

Job summary

The Well in Jacksonville, FL is seeking a Client Acquisition Advisor. You will consult with pre-qualified prospects, present wealth-building strategies, and close directly with clients in a high-energy office setting.

This role offers uncapped commissions, relocation support for the right candidate, and comprehensive benefits including medical, dental, vision, life insurance, 401(k) with match, and PTO. No cold calling; all leads provided and mentorship from senior leaders.

Qualifications

• Active Life & Health license required.
• Series 65/66/7 license (or equivalent) required.
• No cold calling; role focuses on consulting and closing with warm leads.

Responsibilities

• Consult with clients and present wealth strategies.
• Close deals with confidence after presentations and seminars.
• Attend coaching calls and ongoing sales training.

Skills

Closing

Consultative selling

Public speaking

Coachable

Team player

Education

Series 65/66/7 license with Life & Health

Job description

$250,000 - $350,000+ Realistic Earnings | Uncapped | All Leads Provided

We are hiring a Client Acquisition Advisor on behalf of a growing independent wealth management firm expanding into Jacksonville, FL.

This is not a prospecting role. You will not be cold calling. You will not be hunting for leads. You show up. You consult. You close.

What makes this opportunity different:

• All leads are provided - warm, pre-qualified prospects booked directly onto your calendar
• Dedicated appointment setter handles scheduling and lead qualification for you
• Uncapped commission structure
• Discretionary performance bonuses with no cap - leadership rewards results generously
• Direct mentorship access to senior firm leadership and nationally recognized industry figures
• Weekly coaching calls, sales training, and access to a premier seminar training academy
• Firm covers relocation for the right candidate
• Medical, dental, vision, $25K employer-funded life insurance, 401(k)with match, and PTO

Who thrives here:

• A natural closer with strong consultative skills and a genuine drive to perform
• Someone who loves presenting in front of people - dinner seminars and educational events are part of the role
• A coachable professional who welcomes feedback and uses it to grow
• A team player who brings energy and positivity to the office
• Series 65, 66, or 7 licensed with an active Life and Health license

This firm has won multiple industry awards for innovation, employee experience, and workplace flexibility. Leadership is hands-on, accessible, and genuinely invested in your success.