Strategic Wealth Advisor

OneDigital; Orlando (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Expense reimbursement

Job summary

OneDigital is hiring for a Wealth Management Advisor role in Orlando, FL. You will evaluate clients, understand financial goals, and provide tailored wealth advice across investments, retirement planning, and estate considerations.

Success requires strong communication, a proven sales track record, and the ability to manage multiple priorities while staying compliant with regulations and internal CRM processes.

Qualifications

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
• Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within XX days of hire.
• 2+ years of financial advisory experience required.
• 2 – 5 years of industry related sales experience preferred.

Responsibilities

• Build trust with clients by understanding their financial needs, goals, and risk tolerance.
• Develop and present customized financial plans, collaborating with internal teams as needed.
• Deliver an exceptional client experience through ongoing communication and service.
• Meet with clients regularly to review progress and ensure investment alignment with evolving needs.

Job description

OneDigital is hiring for a Wealth Management Advisor role in Orlando, FL. You will evaluate clients, understand financial goals, and provide tailored wealth advice across investments, retirement planning, and estate considerations.

Success requires strong communication, a proven sales track record, and the ability to manage multiple priorities while staying compliant with regulations and internal CRM processes.