Financial Advisor

Boutique Recruiting; Fort Myers (FL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

401(k) match up to 4%

Paid holidays

Monthly commission payments

Relocation assistance

Job summary

Boutique Recruiting is seeking a confident Financial Advisor in Fort Myers, FL to meet with prequalified prospects, present customized strategies and convert opportunities into long-term client relationships.

The role emphasizes closing skills, adherence to an established sales process, and collaboration with dedicated support teams for marketing, scheduling, planning and processing. High earnings potential with commission and revenue sharing.

Qualifications

• 2–3+ years of experience as a Financial Advisor.
• Active Series 65 license.
• Strong consultative sales and relationship-building skills.
• Must work fully on-site in Fort Myers.

Responsibilities

• Meet with warm, prequalified prospects; conduct 5–6 client meetings weekly.
• Lead onboarding through 2–3 meetings.
• Review financial plans prepared by the planning team before presenting recommendations.
• Evaluate client goals, retirement needs, risk tolerance, and investment priorities.
• Present solutions involving assets, stocks, bonds, ETFs, annuities, insurance and other strategies.
• Aim for a 30% closing ratio and convert qualified prospects to clients.
• Deliver a polished, educational client experience.

Skills

Sales

Financial advisory

Closing

Relationship building

On-site Fort Myers

Education

Active Series 65 license

CFP designation

Tools

Wealthbox

Nitrogen/Riskalyze

eMoney

Schwab platform

Job description

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

If you are a proven closer who wants qualified appointments, exceptional operational support, and a clear path to significant financial growth,