Wealth Management Advisor

J. Biance Financial; Sebring (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance stipend

Dental and vision insurance 100% for员工

401k with employer contribution

PTO

Maternity and paternity leave

Personal retreat stipend

Job summary

J. Biance Financial in Sebring, FL seeks a Wealth Management Advisor who thrives on building relationships and guiding prospects to become clients.

You will meet qualified prospects generated by the marketing team and articulate the value of our planning process to drive client onboarding. You’ll lead comprehensive financial planning, use leading software and CRM tools, and collaborate with internal teams to ensure smooth onboarding and ongoing advisory relationships for asset retention and

Qualifications

• 2+ years’ experience in direct sales, business development, or client-facing sales.
• Active Series 65 or Series 66 & 7 combined required.
• Active Florida Life and Health Insurance License and Variable Annuity Licenses required (or ability to transfer immediately).
• Demonstrates strong proficiency and confidence with Microsoft and Google Office Suite.
• Confidence leading conversations that help clients make important financial decisions.
• Motivated by helping people while achieving meaningful sales results.
• Proven ability to build trust and develop lasting client relationships.
• Exceptional listening and communication skills.
• Professional presence with a high degree of emotional intelligence.
• Highly organized, self-driven, coachable, and collaborative.

Responsibilities

• Proactively engage prospective clients and convert inquiries into long-term wealth management partnerships.
• Lead end-to-end sales process with a two-meeting close: Discovery & Diagnostic, then Custom Strategy Presentation & Agreement Execution.
• Articulate complex financial planning concepts, tax strategies, and investment philosophies clearly.
• Address client hesitations, handle objections with ethical transparency, and ask for the business with confidence.

Skills

Communication

Relationship building

Emotional intelligence

Sales process

Education

Bachelor's degree in Finance/Business

Tools

MS Office

Google Office Suite

eMoney

RightCapital

MoneyGuidePro

Redtail

Orion

Nitrogen

Job description

J. Biance Financial, based in Sebring, FL, is a faith-based financial firm dedicated to serving individuals with integrity, compassion, and values-driven guidance. Our mission is to transform lives through exceptional financial services while upholding faith-inspired principles in all that we do. We believe in using data-driven strategies to help our clients achieve long-term financial well-being.

As our firm continues to grow, we are seeking a Wealth Management Advisor who thrives on building relationships and helping prospects make confident financial decisions. You'll meet with qualified prospects generated by our marketing team, uncover what matters most to them, communicate the value of our planning process, and guide them through becoming a client.

What You’ll Do:

• Proactively engage prospective clients, converting warm leads and firm inquiries into committed, long-term wealth management partnerships.
• Lead the end-to-end sales process, adhering to a disciplined two-meeting close framework: conducting an impactful Meeting 1 (Discovery & Diagnostic) and delivering a compelling Meeting 2 (Custom Strategy Presentation & Agreement Execution).
• Articulate complex financial planning concepts, tax strategies, and investment philosophies into clear, actionable value propositions that inspire decision-making.
• Address client hesitation, navigate objections with poise and ethical transparency, and ask for the business with confidence and finesse.

Comprehensive Financial Planning & Advisory:

• Analyze client financial profiles, assets, liabilities, retirement timelines, and risk tolerances to architect individualized wealth plans.
• Utilize leading financial planning software and CRM platforms to generate comprehensive retirement income plans, investment allocations, and tax optimization strategies.
• Partner with internal paraplanners and operational specialists to ensure smooth client onboarding, asset transfers, and compliant documentation.
• Maintain ongoing advisory relationships with existing clients to drive asset retention, account consolidation, and client referrals.

Relationship Building & Strategic Follow-Through:

• Cultivate high-trust relationships with pre-retirees and retirees through charismatic, empathetic, and professional communication.
• Maintain rigorous pipeline tracking and CRM hygiene to ensure timely touchpoints between Meeting 1 and Meeting 2.
• Collaborate actively with the advisory team and firm leadership to refine messaging, share best

What We’re Looking For:

• 2+ years’ experience in direct sales, business development, or client-facing sales experience
• Active Series 65 or Series 66 & 7 combined required
• Active Florida Life and Health Insurance License and Variable Annuity Licenses required (or ability to transfer immediately)
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft and Google Office Suite
• Confidence leading conversations that help clients make important financial decisions
• Motivated by helping people while achieving meaningful sales results
• A proven ability to build trust and develop lasting client relationships
• Exceptional listening and communication skills
• Professional presence with a high degree of emotional intelligence
• Highly organized, self-driven, coachable, and collaborative
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Bachelor's degree in Finance, Business Administration, Marketing, or a related discipline
• Exceptional presentation skills, executive presence, and personal charisma.
• Proficiency with modern financial planning software (e.g., eMoney, RightCapital, MoneyGuidePro) including platforms Redtail, Orion and Nitrogen

What You’ll Get:

• $60k - $75k/year based on experience + bonus potential
• Health insurance stipend paid out monthly
• Dental and vision insurance 100% covered for the employee (after 90 days)
• Sick time
• 401k with 3% Safe Harbor employer contribution
• PTO
• Maternity and paternity leave
• Receive a one-time stipend to use toward a personal retreat

Hours:

• In office
• Monday, 8:30am – 5pm
• Tuesday-Thursday, 8am - 5pm
• Friday, 9:30am – 4pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.