Private Client Wealth Advisor — Relationship-Driven

Jose Rosario - State Farm Agent; Orlando (FL); On-site; USD 39,000 - 62,000; Full time

Benefits offered by this job

Bonus based on performance

Training & development

Tuition assistance

Job summary

Jose Rosario State Farm in Orlando, FL, seeks a Private Client Wealth Advisor to lead our relationship-driven investment services, guiding clients through financial reviews, life needs analyses, and wealth accumulation strategies.

You will work with existing client relationships, onboarding conversations, referrals, and marketing initiatives within an established practice serving Florida and Georgia, with a focus on education, trust, and long-term partnership.

Qualifications

• Active FINRA Series 6 License (or equivalent).
• Securities Industry Essentials (SIE) must be current.
• Florida 2-15 Life, Health & Variable Annuity License (or ability to obtain).

Responsibilities

• Lead our agency's Relationship-Driven Investment Services efforts by helping clients make informed financial decisions.
• Perform Life Needs Analyses and Financial Reviews to identify client needs.
• Conduct Financial Needs Gap Analyses to map gaps and opportunities.
• Develop Wealth Accumulation Strategies and Retirement Readiness Conversations.
• Provide Investment Solutions and Life Insurance Reviews to clients.
• Collaborate with the team to nurture existing client relationships and referrals.
• Support ongoing education and mentorship to ensure client-focused service.

Skills

Relationship management

Bilingual English/Spanish

Communication skills

Client advisory mindset

Education

FINRA Series 6

SIE

Florida 2-15 Life, Health & Variable Annuity License

Tools

Series 63

Series 65

Job description

Jose Rosario State Farm in Orlando, FL, seeks a Private Client Wealth Advisor to lead our relationship-driven investment services, guiding clients through financial reviews, life needs analyses, and wealth accumulation strategies.

You will work with existing client relationships, onboarding conversations, referrals, and marketing initiatives within an established practice serving Florida and Georgia, with a focus on education, trust, and long-term partnership.