Financial Advisor

The Well; Sarasota (FL); On-site; USD 80,000 - 130,000; Full time

Job summary

The Well in Sarasota, FL is seeking a Front-End Wealth Advisor who meets pre-qualified leads at retirement seminars. This role focuses on presenting, connecting with prospects, and closing new advisory relationships.

Expect to work with warm leads generated by marketing, with support for ongoing client servicing after the close. Ideal candidates have 3+ years in advisory and relevant licenses.

Qualifications

• Active Series 65, or Series 7 & 66 (or ability to obtain quickly).
• Active Life & Health Insurance license.
• 3+ years in financial advisory or retirement planning.

Responsibilities

• Deliver retirement seminars to pre-qualified prospects.
• Run first, second, and third appointments.
• Close new advisory relationships.
• Hand clients off to a dedicated service team for ongoing management.

Skills

Closing skills

Presentation skills

Client relations

Education

Series 65

Series 7 & 66

Life & Health Insurance license

Job description

You don't cold call. You don't prospect. You close.

We're looking for a Front-End Wealth Advisor to step into a role built for one thing: converting warm, firm-generated leads into new client relationships. Prospects come to you already educated and ready to talk, through retirement planning seminars we run for you.

What you’ll do:

• Deliver retirement seminars to pre-qualified prospects
• Run first, second, and third appointments
• Close new advisory relationships
• Hand clients off to a dedicated service team for ongoing management

What you won't do:

• Cold call or hunt for your own leads
• Get stuck babysitting a book of business long-term
• Juggle prospecting and servicing at the same time

What you bring:

• Active Series 65, or Series 7 & 66 (or ability to get there fast)
• Active Life & Health Insurance license
• Clean regulatory record
• 3+ years in financial advisory or retirement planning
• Strong presentation and closing skills

This is a seat for advisors who want to spend their time in front of prospects and clients, not behind a desk building a pipeline from scratch. Marketing, lead generation, and admin support are already built in.

If you can present, connect, and close, we want to talk.