Financial Advisor

Boutique Recruiting; Fort Myers (FL); In loco; USD 65.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance from day one

$300 monthly employer contribution

401(k) with employer match

PTO starts at 15 days

Paid holidays

Relocation assistance potential

Descrizione del lavoro

Boutique Recruiting is hiring a Financial Advisor in Fort Myers, FL. The role involves meeting warm prospects, presenting personalized financial strategies, and converting opportunities into long-term client relationships.

The firm provides marketing, scheduling, planning and processing support so advisors can focus on earning trust and closing business. The ideal candidate has 2–3+ years of advisory experience, an active Series 65 license, and a proven closing track record.

Competenze

• 2–3+ years of experience as a Financial Advisor.
• Proven experience closing new client business.
• Active Series 65 license.
• Strong consultative sales and relationship-building skills.
• Willingness to work on-site in Fort Myers.

Mansioni

• Conduct five to six client meetings weekly with warm prospects.
• Lead clients through onboarding and consultative planning process.
• Review plans prepared by the planning team before presenting recommendations.
• Present investment solutions based on client goals and risk tolerance.
• Maintain accurate client data in firm systems.
• Achieve the firm’s performance goals and closing targets.

Conoscenze

Sales closing

Client consultations

Industry knowledge

Coaching receptiveness

Self-motivation

Confidence presenting

Formazione

Bachelor’s degree not required

Strumenti

Wealthbox

Nitrogen/Riskalyze

eMoney

Schwab custody platform

Descrizione del lavoro

Position Title: Financial Advisor

Salary Range: $65,000–$80,000 DOE, plus commission and revenue-sharing potential

Walk into a full calendar of qualified prospects—not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales-driven Financial Advisor to meet with prequalified prospects, present customized financial strategies, and convert opportunities into long-term client relationships. With marketing, appointment scheduling, financial planning and administrative processing handled by dedicated support teams, this advisor can focus on what they do best: earning trust, closing business and onboarding new clients. The ideal candidate has proven financial advisory and closing experience, commands a room without ego, and is hungry to master a successful, established sales process. They must be highly coachable, self-motivated, and receptive to direct feedback.

Financial Advisor Responsibilities

• Conduct approximately five to six new client meetings each week with warm, prequalified prospects
• Lead prospective clients through a consultative two- to three-meeting onboarding process
• Review financial plans prepared by the firm’s dedicated planning team before presenting recommendations
• Evaluate each client’s financial goals, retirement needs, risk tolerance and investment priorities
• Present solutions involving managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies based on client needs
• Build credibility with pre-retirees and retirees, with an average client relationship of approximately $1 million
• Convert qualified prospects into new clients while working toward a 30% closing ratio
• Deliver a polished, confident, and educational client experience
• Partner with schedulers, client service associates, processors and planning professionals to ensure seamless onboarding
• Maintain accurate client and opportunity information within the firm’s systems
• Follow the firm’s proven advisory, sales and client service processes
• Transition established client relationships to service advisors for ongoing annual reviews as the book of business grows
• Consistently meet performance goals and key performance indicators

Financial Advisor Requirements

• 2–3+ years of experience as a Financial Advisor
• Proven experience closing new client business
• Active Series 65 license
• Strong consultative sales and relationship-building skills
• Confidence presenting complex financial strategies in a clear, compelling way
• Ability to command a room while remaining humble and receptive to coaching
• Self-motivated, competitive and results-oriented mindset
• Intellectual curiosity and a genuine desire to learn the firm’s established process
• Ability to accept feedback, adjust quickly, and execute consistently
• Commitment to working fully on-site in Fort Myers
• Availability to accommodate an occasional evening client appointment
• Degree not required when supported by relevant experience

Preferred Qualifications

• Active insurance license
• CFP designation
• Experience with Wealthbox, Nitrogen/Riskalyze, eMoney or Schwab’s custodial platform
• Background with an independent advisory firm, wealth management organization or insurance-based financial services company
• Former collegiate athlete or military experience

Benefits

• Medical insurance available beginning on the first day of employment, with five plan options
• $300 monthly employer contribution toward an advisor’s medical premium
• Employee-paid dental and vision coverage
• 401(k) with an employer match of up to 4% after eligibility requirements are met
• 15 days of combined PTO after 90 days
• PTO increases to 20 days after three years and 25 days after five years
• Paid holidays, including your birthday, Christmas Eve, Christmas Day, Thanksgiving and the day after Thanksgiving
• Paid company closure during Christmas week for advisors who meet performance goals
• Monthly commission payments
• Additional performance contests and incentive opportunities
• High earnings potential, with established advisors commonly earning $300,000+
• No cold calling, purchased leads or self-generated marketing required
• Warm appointments scheduled directly on the advisor’s calendar
• Dedicated planning, scheduling and processing support
• Potential relocation assistance of $5,000–$10,000
• Opportunity to earn dedicated service advisor and processing support as the book of business grows
• Advancement potential into Lead Advisor roles as the firm expands into new markets