Lead Advisor - Hybrid Wealth Planner with PreQualified Leads

The Chamberlin Group; Florida; Hybride; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

401(k) with company contribution

Healthcare coverage

Generous PTO

Hybrid schedule

Training toward CFF

Résumé du poste

The Chamberlin Group is expanding its Florida presence with two Lead Advisors, splitting time between Lake Nona and Viera offices. You will meet with clients, design holistic financial plans, and work with a collaborative team to execute strategies across tax, estate, insurance, retirement, and income planning.

Expect a hybrid schedule with qualified leads provided, and opportunities to earn first-year targets of $90K–$150K.

Qualifications

• Active Series 65, Series 66, or CFP designation (licensing)
• Life & Health Insurance license
• 5+ years of financial advisory/wealth management experience
• Bachelor’s degree required
• Familiarity with Schwab/Fidelity; HubSpot & RightCapital a plus

Responsabilités

• Meet with prospective clients to understand goals and present customized financial plans (tax, estate, insurance, retirement, income)
• Follow a proven sales process and planning philosophies to close and serve clients
• Oversee trades, distributions, transfers, and investments with accurate processing
• Maintain up-to-date client records in HubSpot, RightCapital, Schwab, and Fidelity
• Collaborate with paraplanners and client service teams for a flawless client experience
• Conduct and host educational classes and seminars in Melbourne and Orlando

Connaissances

Strong communication

Presentation skills

Accountability

Independent work

Formation

Bachelor’s degree

Outils

HubSpot

RightCapital

Charles Schwab

Fidelity

Description du poste

The Chamberlin Group is expanding its Florida presence with two Lead Advisors, splitting time between Lake Nona and Viera offices. You will meet with clients, design holistic financial plans, and work with a collaborative team to execute strategies across tax, estate, insurance, retirement, and income planning.

Expect a hybrid schedule with qualified leads provided, and opportunities to earn first-year targets of $90K–$150K.