Wealth Advisor: Grow Client Wealth & Retirement Plans

Verve Search Group; Sarasota (FL); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

HSA

Life insurance

Paid time off

Job summary

Verve Search Group in Lakewood Ranch / Sarasota is seeking a motivated Wealth Advisor to help individuals, families, and business owners plan for a confident retirement. You will generate relationships through seminars, then guide clients from discovery to onboarding with our structured approach, training, and collaborative culture.

You’ll leverage a sales-oriented mindset, build trust-based client relationships, and contribute to growth in a dynamic wealth management practice.

Qualifications

• Active Series 65, or other securities licenses such as Series 63 or Series 7.
• Life & Health Insurance license preferred.
• 5+ years of wealth management, insurance, or financial services experience.
• Ability to simplify complex financial concepts for clients.
• Strong presentation and relationship-building skills.

Responsibilities

• Conduct educational seminars and workshops to generate new client relationships.
• Meet with prospects to understand their financial goals and develop tailored plans.
• Explain investment, retirement, and annuity strategies clearly.
• Build trust-based relationships and guide new clients into ongoing wealth management.
• Manage pipeline, follow up with leads, and pursue production goals.

Skills

Relationship-building

Sales-oriented mindset

Strong presentation

Communication skills

Client onboarding

Education

CFP certification or progress toward certification

Job description

Verve Search Group in Lakewood Ranch / Sarasota is seeking a motivated Wealth Advisor to help individuals, families, and business owners plan for a confident retirement. You will generate relationships through seminars, then guide clients from discovery to onboarding with our structured approach, training, and collaborative culture.

You’ll leverage a sales-oriented mindset, build trust-based client relationships, and contribute to growth in a dynamic wealth management practice.