Wealth Advisor
The Well
The Well in The Villages, Florida is seeking a Wealth Advisor focused on front-end client acquisition through pre-qualified leads gathered from retirement seminars. You won't cold call; you'll present, connect, and close to convert attendees into advisory relationships. We'll provide marketing, leads, and admin support so you can focus on presenting and closing. Required licenses Series 65 or Series 7/66, Life & Health, and 3+ years in retirement planning. #J-18808-Ljbffr
Vacancy posted 20 hours ago
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