Retirement Wealth Advisor — Present, Connect & Close

The Well; Sarasota (FL); On-site; USD 80,000 - 130,000; Full time

Job summary

The Well in Sarasota, FL is seeking a Front-End Wealth Advisor who meets pre-qualified leads at retirement seminars. This role focuses on presenting, connecting with prospects, and closing new advisory relationships.

Expect to work with warm leads generated by marketing, with support for ongoing client servicing after the close. Ideal candidates have 3+ years in advisory and relevant licenses.

Qualifications

• Active Series 65, or Series 7 & 66 (or ability to obtain quickly).
• Active Life & Health Insurance license.
• 3+ years in financial advisory or retirement planning.

Responsibilities

• Deliver retirement seminars to pre-qualified prospects.
• Run first, second, and third appointments.
• Close new advisory relationships.
• Hand clients off to a dedicated service team for ongoing management.

Skills

Closing skills

Presentation skills

Client relations

Education

Series 65

Series 7 & 66

Life & Health Insurance license

Job description

The Well in Sarasota, FL is seeking a Front-End Wealth Advisor who meets pre-qualified leads at retirement seminars. This role focuses on presenting, connecting with prospects, and closing new advisory relationships.

Expect to work with warm leads generated by marketing, with support for ongoing client servicing after the close. Ideal candidates have 3+ years in advisory and relevant licenses.