Wealth Advisor — Commission-Only, Growth & Impact

Global Wealth Management; Fort Lauderdale (FL); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Commissions only

Discretionary bonus

Generous benefits: medical, dental, V 

401k with employer match

Job summary

Global Wealth Management is seeking a Wealth Advisor in Florida to drive new client relationships through educational seminars and direct prospect engagement. You will guide prospects through discovery, develop financial plans, and transition new clients into the firm’s ongoing wealth management model.

The role emphasizes a sales-oriented mindset, strong financial planning knowledge, and the ability to explain complex retirement concepts simply.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 5+ years of experience in client service within wealth management, insurance, or financial services.
• 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. CFP® or progress toward certification is a plus.
• Ability to explain financial concepts clearly to clients.
• Strong organizational skills and comfort in a fast-paced, client-facing environment.
• Proficiency with CRM systems (e.g., Salesforce) and custodial/insurance carrier platforms preferred.

Responsibilities

• Generate new client relationships through educational seminars, workshops, and direct prospect engagement.
• Guide prospects through discovery, develop financial plans, and transition clients into ongoing advisory services.
• Lead onboarding of new clients and coordinate with internal teams to ensure a seamless experience.
• Collaborate with marketing and operations to optimize lead flow and seminar effectiveness.
• Maintain thorough documentation in CRM and stay compliant with SEC/state firm requirements.

Skills

Presentation skills

Sales oriented

Explain financial concepts

Organizational skills

CRM proficiency

Education

Bachelor’s degree in finance or related field

Tools

Salesforce

Job description

Global Wealth Management is seeking a Wealth Advisor in Florida to drive new client relationships through educational seminars and direct prospect engagement. You will guide prospects through discovery, develop financial plans, and transition new clients into the firm’s ongoing wealth management model.

The role emphasizes a sales-oriented mindset, strong financial planning knowledge, and the ability to explain complex retirement concepts simply.