Financial Advisor

Belleair Wealth Management; Belleair Beach (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Base salary + commission (W2)

Back-office support

Fiduciary, fee-based model

Job summary

Belleair Wealth Management in Belleair Bluffs, FL is seeking a Financial Advisor to join our team. This W2 position offers base salary plus commission with back-office support, marketing resources, and mentorship to help you grow your book of business.

Candidates should have Series 65, or 66 + 63, and 5 years of experience as a Financial Advisor. You will actively prospect, build client relationships, and provide investment management and retirement planning within a fiduciary, fee-based model.

Qualifications

• Series 65, or 66 + 63, license (required)
• 5 years experience as a Financial Advisor
• Strong communication and relationship-building skills
• Proven ability to prospect and develop new business

Responsibilities

• Actively prospect and bring in new clients
• Build client relationships through comprehensive financial planning
• Provide investment management, retirement planning, and advisory services
• Grow a book of business with firm-provided marketing, leads, and mentorship

Skills

Communication

Relationship-building

Prospecting

Job description

Belleair Bluffs, Florida•Fee‑Based Fiduciary Wealth Management

W2 Position|Base Salary + Commission|

Belleair Wealth Management, a fee-based fiduciary wealth management firm in Belleair Bluffs, FL, is hiring a Financial Advisor to join our team.

WHAT MAKES THIS ROLE DIFFERENT

You'll have the backing of an established, fee-based fiduciary firm — technology, marketing, and back-office support. Our unique business model is designed to empower your entrepreneurial spirit by providing the necessary resources to preserve and enhance your independence. This role is built for an advisor who wants to actively grow a book of business. You’ll have the backing of an established fee based fiduciary firm, while you bring in and develop new client relationships with our help.

COMPENSATION

W2 position with a base salary plus commission, structured around experience and production

WHAT YOU'LL DO

• Actively prospect and bring in new clients
• Build client relationships through comprehensive financial planning
• Provide investment management, retirement planning, and advisory services
• Grow a book of business with firm-provided marketing, leads, and mentorship

WHAT WE'RE LOOKING FOR

• Series 65, or 66 + 63, license (required)
• 5 years experience as a Financial Advisor
• Strong communication and relationship-building skills
• Proven ability to prospect and develop new business

WHAT WE OFFER

• Base salary + commission (W2)
• Full back-office, compliance, and marketing support
• Fiduciary, fee-based model — no proprietary product pressure