Financial Advisor

Better Talent; Town of Florida (NY); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

PTO

Holiday schedule

Job summary

Fellowship Financial Group in Maitland, FL seeks an experienced Financial Advisor focused on client engagement, relationship building, and closing new business without cold calling. Marketing supports provide qualified leads, scheduling appointments, and event-driven opportunities to grow a robust book of business.

You will offer personalized financial guidance and retirement planning while collaborating with cross-functional teams to deliver exceptional client experiences.

Qualifications

• 3-5 years of experience as a Financial Advisor.
• Series 65, 66, and/or CFP, Insurance licenses.
• Proven track record of building client relationships and closing business.
• Collaborative mindset with strong communication skills.
• Proficiency in Microsoft Office Suite and CRM systems.

Responsibilities

• Engage with clients to assess financial goals, needs, and risk tolerance.
• Develop and present customized financial and retirement strategies.
• Close new business opportunities with leads provided directly to you.
• Collaborate with marketing and support teams to ensure seamless client experiences.
• Stay current on industry regulations, trends, and best practices.
• Maintain accurate client information using our CRM and technology tools.

Skills

Client relationships

Communication skills

Team collaboration

Financial guidance

Education

Series 65

Series 66

CFP Certification

Insurance license

Tools

CRM systems

Microsoft Office Suite

Job description

Company Overview

Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls while aligning strategies with their long-term goals.

We believe peace of mind begins with understanding; and our mission is to help clients make informed decisions with confidence and clarity, guided by a trusted advisor.

Our firm fosters a collaborative, high-performance culture built on integrity, innovation, and exceptional service. If you’re passionate about helping others secure their financial future and want to make a measurable impact in the financial services industry, we invite you to grow with us.

Position Summary

We are seeking an experienced and relationship-driven Financial Advisor to join our growing team in Maitland, FL. In this role, you’ll focus primarily on client engagement, relationship building, and closing new business without the burden of cold calling.

Our dedicated marketing team manages lead generation, educational events and appointment scheduling, ensuring your calendar is filled with qualified prospects ready to meet. You’ll have the time and tools to do what you do best: provide exceptional financial guidance and deliver outstanding client experiences.

This is an exciting opportunity for an ambitious professional who thrives in a collaborative environment and wants to be part of a firm that values education, service, and long-term client success.

Responsibilities

• Engage with clients to assess their financial goals, needs, and risk tolerance.
• Develop and present customized financial and retirement strategies.
• Close new business opportunities with leads provided directly to you.
• Collaborate with our marketing and support teams to ensure seamless client experiences.
• Stay current on industry regulations, trends, and best practices.
• Maintain accurate client information using our CRM and technology tools.

Qualifications

• 3-5 years of experience as a Financial Advisor.
• Series 65, 66, and/or CFP, Insurance
• Proven track record of building client relationships and closing business.
• Strong interpersonal and communication skills.
• Collaborative mindset and ability to thrive in a team-oriented environment.
• A passion for helping clients achieve their financial goals.
• Proficiency in Microsoft Office Suite and CRM systems.

Compensation & Schedule

Pay: $120,000 - $200,000 Annually

Paid time off such as PTO, sick days, and vacation days + many Federal and NYSE holidays per year