Wealth Management Advisor

Compensation: Competitive Base Salary + Commission, Based on Experience About the Role We are seeking a motivated, sales-oriented Wealth Advisor to build new client relationships, conduct financial planning consultations, and guide prospective clients through the onboarding process. This is an ideal opportunity for a personable financial professional who enjoys working directly with clients, generating new business, and simplifying complex retirement and investment concepts. Key Responsibilities Generate new client relationships through seminars, workshops, referrals, and direct prospect engagement. Conduct discovery meetings to understand clients’ financial goals, needs, and priorities. Develop and present clear, compliant financial plans and recommendations. Evaluate existing portfolios and identify opportunities aligned with client goals and risk tolerance. Manage prospects throughout the sales process and convert qualified prospects into long-term clients. Lead the client onboarding process and coordinate with internal teams. Maintain accurate CRM records and meet established production and performance goals. Maintain all required licenses and adhere to applicable regulatory and compliance standards. Qualifications Bachelor’s degree in Finance, Business, or a related field. 5+ years of experience in wealth management, insurance, or financial services. Active Series 65 and Life & Health Insurance licenses. Strong presentation, communication, and relationship-building skills. Sales-oriented mindset with proven ability to develop new client relationships. Knowledge of managed accounts, portfolio fundamentals, and annuity products. Strong organizational skills and ability to thrive in a performance-driven environment. CRM experience preferred. 5 days per week in the Sarasota office. Candidates must be comfortable with the commute to Sarasota or willing to relocate to a more commutable location. Competitive base salary plus commission based on experience. Benefits package and additional incentives available. #J-18808-Ljbffr