Financial Advisor

The Well; The Villages (FL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Marketing support

Lead generation

Administrative support

Job summary

The Well in The Villages, Florida is seeking a Wealth Advisor focused on front-end client acquisition through pre-qualified leads gathered from retirement seminars. You won't cold call; you'll present, connect, and close to convert attendees into advisory relationships.

We'll provide marketing, leads, and admin support so you can focus on presenting and closing. Required licenses Series 65 or Series 7/66, Life & Health, and 3+ years in retirement planning.

Qualifications

• Active Series 65, or Series 7 & 66, or ability to obtain quickly.
• Active Life & Health Insurance license.
• Clean regulatory record.
• 3+ years in financial advisory or retirement planning.
• Strong presentation and closing skills.

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

Series 65

Series 7/66

Life & Health License

Regulatory clean

3+ years in financial advisory

Presentation & closing

Job description

Wealth Advisor | The Villages, Florida | $85K–$125K Base + Bonus

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.