Wealth Management Advisor

Forgent Ltda.; Town of Florida (NY); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Forgent Ltda. is seeking a wealth advisor to build relationships with new clients. The role offers 90,000–150,000 starting base depending on experience, with Series 65 required at hire.

You will leverage firm-led seminars and dinner programs to generate two to three qualified appointments each week, then guide clients through onboarding with support from paraplanners and client service staff.

Formación

• Minimum 3–5+ years in wealth management.
• Series 65 required at hire.

Responsabilidades

• Build relationships with new clients sourced by the firm.
• Schedule and manage two to three qualified appointments weekly from firm-led activities.
• Work with paraplanners and client service staff to move clients through the onboarding process.

Conocimientos

Relationship building

Communication

Educación

Series 65 license

Wealth management experience

Descripción del empleo

$90,000–$150,000 starting base, depending on experience

Series 65 required at hire

Forgent is a specialty recruiter for financial services firms. Our client is a nationally recognized retirement planning and tax firm. They won an Inc. Best Workplaces 2025, and are an Inc. 5000 2026 winner, a two-time BBB Torch Award winner for Ethics, with a weekly show on CNBC. They spend about $200,000 per advisor per year generating qualified client appointments. This role is to build relationships with those new clients. A series 65 and 3-5+ years of wealth management are required.

Why it's worth a look

Advisors who come here say the same thing: the client introductions are remarkable. This firm has built a client-focused process where two to three qualified appointments land on your calendar every week, all sourced from firm-led library classes, dinner seminars, and paid social. A retirement educator on the team screens each potential client on a 20-minute call and then sets time for you to meet with them.

The upside is real and documented.

Advisors at this firm have reached $300,000+ in year four total compensation. The starting compensation is a bridge, not a destination.

You build relationships with clients. Other people do everything else.

Paraplanners build the reports you present in the second meeting. When documents go out, a client service advisor joins the call, is introduced, and takes the relationship from there. You're not chasing DocuSign — you're in front of the next prospect.

You'll be trained by the founder, personally.

He has stepped back into production specifically to develop these two new advisors and expects to be doing it for the next year. Every advisor currently succeeding at this firm was trained by him. One hire who started in late June was leading his own meetings by mid-August.

Licensing: Series 65 in hand, that's it.

The firm requires candidates with an existing 65 as they'd rather pay more for someone already licensed. But they cover the Certified Financial Fiduciary and National Social Security Advisor designations.

We start with a short career chat, about 10 minutes. From there you'll complete two activities specific to this role, and then we will present you to our client for review.