Wealth Advisor

Global Wealth Management; Fort Lauderdale (FL); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Free medical, dental, and vision plans

401k plan with employer match

Generous paid time off policy

401k with employer match

Generous paid time off

Job summary

A premier financial advisory firm in Florida is seeking a motivated Wealth Advisor to generate client relationships through educational seminars and direct engagement. The ideal candidate has over 5 years of experience in wealth management and holds the necessary licenses. This role emphasizes sales-oriented skills and financial planning knowledge, with comprehensive benefits including a competitive package, professional development, and a focus on client-first practices. If you thrive in a performance-driven environment, we encourage you to apply.

Qualifications

• 5+ years of experience in the wealth management or financial services industries.
• Active Series 65 and Life & Health Insurance licenses.
• Strong knowledge of managed accounts, portfolio basics, and annuity structures.
• Strong presentation and public speaking skills; seminar experience preferred.
• Sales-driven mindset with ability to convert prospects into clients.

Responsibilities

• Generate new client relationships through seminars and prospect engagement.
• Conduct structured discovery meetings to understand client goals.
• Lead clients through the onboarding process.
• Collaborate with marketing and operations to optimize lead flow and onboarding processes.
• Maintain compliant documentation and stay current with regulatory requirements.

Skills

Client relationship building

Public speaking

Sales-oriented mindset

Financial planning knowledge

CRM systems (Salesforce)

Education

Bachelor’s degree in finance, business, or related field

Tools

CRM systems (Salesforce)

Custodial platforms

Insurance carrier platforms

Job description

At Global Wealth Management we provide tailored financial plans to guide individuals, families and business owners in Florida toward a safer and simpler retirement. Because everyone deserves to be confident in what comes next.

We take pride in fostering a workplace where collaboration, growth, and excellence thrive. We are proud to be Great Place to Work® certified, a recognition based on direct feedback from our team about trust, culture, and workplace satisfaction. This certification reflects our commitment to creating an environment where employees feel valued, supported, and empowered to succeed. When you join our team, you’re not just building a career – you’re becoming part of a community that prioritizes professional development, teamwork, and making a real impact in the lives of our clients.

As Wealth Advisor, you are responsible for generating new client relationships through educational seminars, workshops, and direct prospect engagement. This advisor will guide prospective clients through the discovery process, develop financial plans, and transition new clients smoothly into the firm’s ongoing wealth management service model. You will utilize your strong working knowledge of investment and annuity products, to ensure that all client needs are fully met. This role is ideal for a highly personable, sales-oriented professional with strong financial planning knowledge and the ability to simplify complex retirement planning concepts. We are seeking motivated, coachable professionals who thrive in a performance-driven environment, embrace continuous learning, and take full ownership of their success, and who embody our core values: someone who is committed to winning, excels as a team player, consistently does the right thing, and is driven to get sh*t done.

You will do:

Seminars, Workshops & Prospect Engagement

• Host a consistent schedule of educational seminars and workshops, meeting or exceeding monthly targets for event delivery, attendance, and resulting appointments.
• Deliver engaging, compliant presentations designed to convert attendees into qualified prospects and advance the firm’s growth objectives.
• Proactively follow up with seminar attendees and inbound leads with discipline and urgency, consistently hitting KPIs for outreach, scheduled appointments, and completed discovery meetings.
• Take full ownership and accountability for each prospect throughout the prospecting lifecycle, ensuring timely follow-up, consistent engagement, and proactive movement through every stage of the sales pipeline.

Discovery & Financial Planning

• Conduct structured discovery meetings with prospects to understand their goals, concerns, priorities, and financial circumstances, with a focus on improving conversion ratios at each step of the sales process.
• Assess prospects’ existing portfolios and financial strategies, identifying any areas misaligned with their goals, risk tolerance, or time horizon, and communicate potential strategies to address these gaps.
• Prepare financial plans and present clear, simplified, and compliant recommendations that are in the client’s best interest and support forward progress.

Client Onboarding

• Lead prospective clients through the full onboarding process, consistently achieving targets for new-client conversions and successful transitions into long‑term advisory relationships.
• Coordinate with internal teams to deliver a seamless onboarding experience that enhances client satisfaction and reinforces long‑term retention.
• Build trust-based relationships through professionalism, strong communication, and deepening subject‑matter expertise.
• Ensure accountability for the onboarding process by tracking progress, resolving issues promptly, and confirming all steps are completed accurately and on time.

Business Development

• Collaborate with marketing and operations to optimize lead flow, improve seminar effectiveness, streamline onboarding, and maximize conversion efficiency.
• Participate actively in ongoing training to advance sales skills, deepen product and planning knowledge, and ensure continued compliance proficiency.
• Demonstrate ownership over personal production goals by monitoring performance metrics.
• Approach business development with a growth mindset, consistently taking steps to seek coaching, expand knowledge, improve performance, and enhance overall impact.

Compliance

• Maintain thorough, accurate, and timely documentation of all activities, interactions, and pipeline progress in the CRM, supporting accountability and regulatory readiness.
• Maintain all required licenses and adhere strictly to SEC, state, and firm-level compliance requirements at every stage of the prospecting, planning, and onboarding process.
• Follow all firm policies and procedures to ensure ethical, transparent, and client‑first advisory practices.
• Stay current on regulatory changes and industry best practices to uphold the highest professional and compliance standards.

About you:

• Bachelor’s degree in finance, business, or related field.
• 5+ years of experience in client service within wealth management, insurance, or financial services industries.
• Active Series 65 and Life & Health Insurance.
• Strong presentation and public speaking skills; prior seminar or workshop experience preferred.
• Sales-oriented mindset with the ability to convert prospects into clients through relationship building and education.
• Strong knowledge of managed accounts, portfolio basics, and annuity structures (including fixed index annuities). Certifications such as CFP® or progress toward certification a plus.
• Ability to explain financial concepts in a clear, engaging, and client‑friendly manner.
• Strong organizational skills and comfort working in a fast‑paced, client-facing environment.
• Proficiency with CRM systems (e.g., Salesforce) and custodial/insurance carrier platforms preferred.

Compensation:

·Commissions only

·Additional Incentives: Eligible for discretionary bonus

·We offer a competitive benefits package, including free medical, dental, and vision plans. 401k plan with employer match, health savings account, and life insurance. Generous paid time off policy.

If you’re excited to be part of a team that puts clients first, solves problems, and gets things done, then we are the right place for you. Even if your work history or qualifications are not perfectly aligned with the job description, but you are ready for the challenge, we encourage you to apply.

Global Wealth Retirement Planning, LLC is an equal opportunity employer.