Financial Advisor

Company Overview We are a nationally recognized, fiduciary‑only Registered Investment Advisor (RIA) firm offering comprehensive family office services. With clients across the U.S. and a track record of rapid growth, we deliver sophisticated financial planning through a team‑based, client‑first approach. Our culture rewards results, promotes from within, and offers clear pathways to leadership and equity participation. Position Overview This is a pure sales position—no ongoing client servicing is required. You'll receive qualified leads, a structured sales process, extensive training, and full back‑end support from a CFP®‑led advisory team. Your role is to guide prospective clients through a consultative financial discovery process, present the firm’s value proposition, and close new business. Key Responsibilities Make outbound calls daily to contact warm, qualified leads using firm‑provided dialer and CRM tools Qualify prospects and schedule phone or Zoom appointments Conduct structured financial consultations to identify planning and investment opportunities Present firm offerings using a scripted presentation deck Follow up, close new business, and coordinate account transfer with internal support teams Maintain accurate and timely records in the CRM system Consistently meet or exceed weekly activity and sales production targets Qualifications Series65 or66 license; must be registerable in Florida Proven success in financial services sales with a clean U4 Backgrounds welcomed: RIA producers, brokerage/FINRA reps, life/annuity producers, financial call center reps CFP® certification a plus Strong communication skills, attention to detail, and coachable mindset Driven, self‑motivated, and goal‑oriented with a passion for helping families achieve financial security What We Offer Compensation: Competitive base salary, aggressive fee splits, and production‑based bonuses, with First‑year OTE $200k+ Benefits: Health, dental, vision, matched 401(k), generous PTO, and paid holidays Support: CFP®‑level advisory team handles all ongoing client servicing Training & Tools: Comprehensive onboarding, structured sales process, scripting, CRM, and dialer system Growth Path: Advancement to team leadership, management, and potential partnership/C‑suite opportunities Culture: High‑integrity, results‑driven, and supportive environment that invests in your long‑term success #J-18808-Ljbffr