Wealth Advisor — Seminar-Driven Growth & Planning

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

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.

Responsibilities

• Generate new client relationships through seminars and prospect engagement.
• Conduct structured discovery meetings to understand client goals.
• Lead clients through the onboarding process.

Skills

Client relationship building

Public speaking

Sales-oriented mindset

Financial planning knowledge

Education

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

Tools

CRM systems (Salesforce)

Job description

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.