Financial Advisor - Sarasota

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

Benefits offered by this job

Medical, dental, and vision insurance

401k plan with a 4% match

Three weeks of PTO

Paid holidays

Job summary

Boutique Recruiting in Sarasota, Florida is looking for a Financial Advisor to join their dynamic team. This role is centered around client engagement and relationship management, emphasizing a supportive culture that favors high achievers.

The ideal candidate will enjoy onboarding clients and leveraging leads for success. The position offers competitive salary potential from $65,000 to $80,000 per year, alongside robust benefits including medical insurance and a 401k plan with matching.

Qualifications

• 2-3+ years of experience as a Financial Advisor with closing responsibility.
• Active Series 65 license required.
• Proven ability to follow a defined sales process.

Responsibilities

• Conduct 5-6 new client meetings per week.
• Review and present financial plans.
• Guide clients through onboarding across 2-3 meetings.

Skills

Client engagement

Relationship management

Strong communication skills

Coachable mindset

Closing new business

Education

Degree preferred but not required

Tools

Internal compliance systems

Job description

Position Title: Financial Advisor

This position offers an opportunity for a driven professional to join a dynamic team as a Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure of cold outreach. The organization fosters a supportive culture that values high achievers, particularly those with backgrounds in athletics or the military, as they tend to excel in this environment. The ideal candidate will thrive in a structured setting, where they can leverage existing leads and appointments to build a successful practice. This position not only offers a platform for significant financial growth but also provides a chance to contribute to a team that prioritizes client care and personal development.

Salary Range: $65,000 - $80,000 / Year DOE

Financial Advisor Responsibilities

• Conduct 5-6 new client meetings per week with pre-qualified prospects
• Review and present financial plans prepared by the internal planning team
• Guide clients through a structured onboarding process across 2-3 meetings
• Close new client relationships with an expected ~30% conversion rate
• Build trust and rapport with pre-retiree and retiree clients
• Partner with internal processors and CSAs who handle all paperwork and transfers
• Transition ongoing client reviews to Service Advisors once asset thresholds are met
• Maintain compliance and documentation standards using internal systems

Financial Advisor Requirements

• 2-3+ years of experience as a Financial Advisor with closing responsibility
• Active Series 65 license
• Proven ability to close new business and follow a defined sales process
• Coachable mindset with openness to feedback and training
• Strong communication skills and professional presence
• Comfortable working fully onsite and meeting clients face-to-face
• Degree preferred but not required, performance matters more than credentials

Benefits

• Medical, dental, and vision insurance with benefits starting on day one
• 401k plan with a 4% match after 90 days
• Three weeks of PTO, including sick and vacation time
• Paid time off during the week of Christmas upon meeting performance targets
• Paid holidays including New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas

If you are a Sarasota Financial Advisor looking to take the next step in your career, apply now!