Retirement Wealth Advisor — Present, Connect & Close
The Well
The Well in Sarasota, FL is seeking a Front-End Wealth Advisor who meets pre-qualified leads at retirement seminars. This role focuses on presenting, connecting with prospects, and closing new advisory relationships. Expect to work with warm leads generated by marketing, with support for ongoing client servicing after the close. Ideal candidates have 3+ years in advisory and relevant licenses. #J-18808-Ljbffr The Well
Vacancy posted 1 day ago
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