Financial Advisor (Established Client Base)

Job Description

The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients.

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The firm is a collaborative team that trusts its people to own their roles and puts clients first in every conversation.

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What this person does:

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• Serves as a primary point of contact for existing client households
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• Runs regular client reviews and handles client escalations
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• Guides clients through 401(k) and IRA rollovers and account transitions
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• Reviews financial plans, including retirement, investment, tax, and estate strategies
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• Partners closely with the advisory team so clients hear one consistent message
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• Coordinates with operations and custodians to execute client requests
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What we're looking for:

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• 3+ years of experience in an advisor or client-facing planning role
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• Series 66 and Florida 2-15 (Life, Health, and Annuities) licenses
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• CFP preferred, or progress toward it
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• Experience with annuities and advisory accounts
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• A patient and clear communicator
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• Someone who enjoys serving existing clients and is excited to grow with a long-term team
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What's offered:

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• Base salary of $85,000 to $100,000, plus an annual bonus of up to $50,000, for total compensation up to about $150,000
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• Medical, dental and vision, a 401(k) match, and paid time off
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• A collaborative, in-office team culture with real work-life balance
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