Financial Advisor
$85k - $125kThe Well
Wealth Advisor | The Villages, Florida | $85K–$125K Base + Bonus You don't cold call. You don't prospect. You close. We're looking for a Front-End Wealth Advisor to step into a role built for one thing: converting warm, firm-generated leads into new client relationships. Prospects come to you already educated and ready to talk, through retirement planning seminars we run for you. What you'll do: Deliver retirement seminars to pre-qualified prospects Run first, second, and third appointments Close new advisory relationships Hand clients off to a dedicated service team for ongoing management What you won't do: Cold call or hunt for your own leads Get stuck babysitting a book of business long-term Juggle prospecting and servicing at the same time What you bring: Active Series 65, or Series 7 & 66 (or ability to get there fast) Active Life & Health Insurance license Clean regulatory record 3+ years in financial advisory or retirement planning Strong presentation and closing skills This is a seat for advisors who want to spend their time in front of prospects and clients, not behind a desk building a pipeline from scratch. Marketing, lead generation, and admin support are already built in. If you can present, connect, and close, we want to talk. #J-18808-Ljbffr
Vacancy posted 1 day ago
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