Lead Advisor – Holistic Wealth Planner (Hybrid)

Financial Planner Recruiting, LLC; Orlando (FL); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Healthcare

Hybrid work schedule

Generous PTO

Sponsored CFP designation

Job summary

Financial Planner Recruiting, LLC's client is seeking a Lead Advisor to meet with clients to understand objectives and craft holistic financial plans covering tax, estate, insurance, retirement, and income planning, with leads provided so you can focus on clients.

The role splits time between Lake Nona and Viera, Florida, offering hybrid work, travel for meetings, and collaboration with Retirement Educators, paraplanners, and client service teams.

Qualifications

• Bachelor's degree required.
• 5+ years of advisory or wealth management experience with strong sales/presentation track record.
• Proficiency with Schwab/Fidelity platforms; HubSpot and RightCapital a major plus.

Responsibilities

• Meet with prospective clients to understand goals and present holistic financial plans.
• Follow proven sales process to close and service clients.
• Oversee ad-hoc trades, distributions, transfers and investments with accuracy.
• Maintain up-to-date client records in the tech stack.
• Collaborate with paraplanners and client service teams to deliver a flawless client experience.
• Conduct educational classes and dinner seminars in Melbourne and Orlando.

Skills

Client relations

Sales experience

Communication

Public speaking

Education

Bachelor's degree

Tools

HubSpot

RightCapital

Charles Schwab

Fidelity

Job description

Financial Planner Recruiting, LLC's client is seeking a Lead Advisor to meet with clients to understand objectives and craft holistic financial plans covering tax, estate, insurance, retirement, and income planning, with leads provided so you can focus on clients.

The role splits time between Lake Nona and Viera, Florida, offering hybrid work, travel for meetings, and collaboration with Retirement Educators, paraplanners, and client service teams.