Wealth Management Advisor

Verve Search Group; Sarasota (FL); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Benefits package

Commission-based incentives

Job summary

Verve Search Group in Sarasota, FL is seeking a motivated Wealth Advisor to build client relationships, conduct financial planning consultations, and guide onboarding. This role combines sales with advisory services to simplify retirement and investment concepts.

You will generate new business through seminars, referrals, and direct outreach, manage portfolios, maintain CRM records, and ensure compliance while meeting production targets in a collaborative, client-focused environment.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• 5+ years of wealth management, insurance, or financial services experience.
• Active Series 65 license.
• Life & Health Insurance license.
• Strong presentation, communication, and relationship-building skills.
• Sales-oriented mindset with ability to develop new client relationships.
• Knowledge of managed accounts, portfolio basics, and annuities.
• Willing to work in Sarasota office five days a week; commute or relocation required.

Responsibilities

• Generate new client relationships through seminars, referrals, and prospect engagement.
• Conduct discovery meetings to understand clients’ financial goals.
• Develop and present compliant financial plans and recommendations.
• Evaluate portfolios and identify opportunities aligned with goals and risk.
• Manage prospects through the sales process to long-term clients.
• Lead onboarding and coordinate with internal teams.
• Maintain CRM records and achieve production goals.
• Maintain all required licenses and regulatory compliance.

Skills

Wealth mgmt exp

Sales oriented

Presentation skills

Relationship building

CRM experience

Strong communication

Education

Bachelor’s degree in Finance or Business

Tools

CRM

Job description

Compensation: Competitive Base Salary + Commission, Based on Experience

About the Role

We are seeking a motivated, sales-oriented Wealth Advisor to build new client relationships, conduct financial planning consultations, and guide prospective clients through the onboarding process.

This is an ideal opportunity for a personable financial professional who enjoys working directly with clients, generating new business, and simplifying complex retirement and investment concepts.

Key Responsibilities

• Generate new client relationships through seminars, workshops, referrals, and direct prospect engagement.
• Conduct discovery meetings to understand clients’ financial goals, needs, and priorities.
• Develop and present clear, compliant financial plans and recommendations.
• Evaluate existing portfolios and identify opportunities aligned with client goals and risk tolerance.
• Manage prospects throughout the sales process and convert qualified prospects into long-term clients.
• Lead the client onboarding process and coordinate with internal teams.
• Maintain accurate CRM records and meet established production and performance goals.
• Maintain all required licenses and adhere to applicable regulatory and compliance standards.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• 5+ years of experience in wealth management, insurance, or financial services.
• Active Series 65 and Life & Health Insurance licenses.
• Strong presentation, communication, and relationship-building skills.
• Sales-oriented mindset with proven ability to develop new client relationships.
• Knowledge of managed accounts, portfolio fundamentals, and annuity products.
• Strong organizational skills and ability to thrive in a performance-driven environment.
• CRM experience preferred.
• 5 days per week in the Sarasota office.
• Candidates must be comfortable with the commute to Sarasota or willing to relocate to a more commutable location.
• Competitive base salary plus commission based on experience.
• Benefits package and additional incentives available.