Elite Financial Advisor — No Cold Calling, High Earnings

Boutique Recruiting; Orlando (FL); On-site; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Generous PTO

Job summary

A growing financial advisory firm in Orlando seeks a Financial Advisor focused on closing new client relationships without cold outreach. You will conduct client meetings, present financial plans, and work closely with a dedicated planning team. The ideal candidate has a proven track record of closing business and a coachable mindset. This role offers competitive compensation structures, monthly commissions, and strong support, providing an excellent opportunity for those looking to excel without the hassle of prospecting.

Qualifications

• 2-3+ years as a Financial Advisor with closing responsibility.
• Active Series 65 license is necessary.
• Proven ability to follow a defined sales process.

Responsibilities

• Conduct 5-6 new client meetings per week.
• Close new client relationships with a ~30% conversion rate.
• Guide clients through a structured onboarding process.

Skills

Closing new business

Communication skills

Coachable mindset

Education

Degree preferred

Job description

A growing financial advisory firm in Orlando seeks a Financial Advisor focused on closing new client relationships without cold outreach. You will conduct client meetings, present financial plans, and work closely with a dedicated planning team. The ideal candidate has a proven track record of closing business and a coachable mindset. This role offers competitive compensation structures, monthly commissions, and strong support, providing an excellent opportunity for those looking to excel without the hassle of prospecting.