Wealth Management Advisor - Sebring, FL

Advisor Talent Solutions

Sebring (FL)

On-site

USD 60,000 - 75,000

Full time

10 hours ago

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Benefits offered by this job

Health insurance stipend

Dental and vision coverage 100% for员工

Sick time

401k with 3% Safe Harbor employer"

PTO

Maternity and paternity leave

Personal retreat stipend

Job summary

J. Biance Financial in Sebring, FL is seeking a Wealth Management Advisor to build relationships with qualified prospects, present customized strategies, and guide clients through onboarding and ongoing wealth planning.

The role emphasizes trust, integrity, and a client-centric approach. The candidate will work with a marketing-generated pipeline, deliver two-meeting close presentations, and collaborate with paraplanners and advisors to optimize client outcomes.

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)
Proficiency with Microsoft Office and Google Office Suite
Ability to build trust and develop lasting client relationships
Strong listening and communication skills
Highly organized, self-driven, coachable, and collaborative
Demonstrates strong integrity and ethical conduct with confidential information

Responsibilities

Engage prospects and convert leads into wealth management partnerships.
Lead end-to-end sales process with a two-meeting close framework.
Explain planning concepts, tax strategies, and investments to clients.
Assist onboarding, asset transfers, and compliant documentation.
Maintain ongoing advisory relationships to drive asset retention and referrals.

Skills

Client facing sales

Relationship building

Communication skills

Microsoft Office

Emotional intelligence

Education

Bachelor's degree in Finance or related

CFP/ChFC/RICP designation (bonus)

Tools

CRM software

Google Workspace

Job description

Position: Wealth Management Advisor

Firm: J. Biance Financial

Location: Sebring, FL

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:

Client Acquisition & Consultative Sales Execution:

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
Advanced professional designations (CFP®, ChFC®, or RICP®)
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:

Pay & Perks: