Wealth Management Advisor

Severin Investments is seeking a motivated, licensed, and sales-oriented Wealth Advisor – Business Development to join our growing advisory firm. This role is designed for an advisor who enjoys prospecting, building relationships, conducting consultative sales conversations, and converting qualified prospects into long-term clients. Severin Investments is a portfolio management firm that also provides financial planning and estate planning review services. Our firm specializes in professionally managed portfolios for retirees, pre-retirees, high-net-worth families, and individuals seeking a more personalized investment management relationship. In this role, you will be responsible for developing new client relationships through firm-provided leads, referrals, seminars, digital outreach, and your own business development efforts. The ideal candidate is licensed, polished, persistent, and capable of guiding prospective clients from initial conversation through onboarding. We offer a base salary, uncapped performance-based compensation, firm-provided leads, marketing support, and the opportunity to grow within an established investment advisory firm. Responsibilities Business Development: Prospect, qualify, and convert prospective clients through outbound calls, email outreach, social media engagement, referrals, seminars, webinars, and firm-provided lead sources. Lead Conversion: Conduct introductory and discovery meetings with prospective clients to understand their financial goals, investment concerns, retirement needs, risk tolerance, and overall fit with the firm. Consultative Sales: Present Severin Investments’ portfolio management, financial planning, and advisory services in a clear, professional, and compliant manner. Portfolio Recommendations: Recommend suitable investment strategies and advisory services based on each prospect’s needs, objectives, risk tolerance, and financial situation. Client Acquisition: Manage prospects through the full sales process, from initial contact to proposal, follow-up, account opening, and onboarding. Pipeline Management: Maintain accurate CRM records, track follow-up activity, and consistently manage a pipeline of prospective clients. Marketing & Lead Generation: Support business development campaigns, including seminars, webinars, social media outreach, referral initiatives, and follow-up campaigns. Internal Collaboration: Work with the firm’s portfolio management, financial planning, and client service teams to ensure a smooth transition from prospect to client. Professional Knowledge: Stay current on market trends, retirement planning issues, investment strategies, regulatory requirements, and firm-approved messaging. 401k Match PTO Health Insurance Premium paid by the firm Reimbursement for additional credentials and/or licenses, such as CFP Qualifications Active Series 65 or Series 66 license required. 5+ years of experience in financial services, investment advisory sales, wealth management, or a related business development role preferred. Proven track record of prospecting, closing new business, growing assets, or generating advisory revenue. Strong understanding of investment management, financial planning, retirement planning, and advisory services. Ability to build rapport and credibility with retirees, pre-retirees, business owners, and high-net-worth prospects. Excellent verbal and written communication skills. Comfortable making outbound calls, following up consistently, and managing a high-activity sales process. Experience using CRM systems and sales pipeline tools preferred. CFP® designation or progress toward CFP® certification is a plus. Positive, self-motivated, ethical, and results-driven. Ideal Candidate The ideal candidate is a licensed advisor who enjoys both relationship-building and business development. You should be comfortable speaking with prospective clients, asking thoughtful discovery questions, presenting advisory solutions, handling objections, and closing new relationships. This is a strong opportunity for someone who wants to pair sales ability with professionally managed portfolios, financial planning resources, and a firm that provides marketing support and qualified lead flow. #J-18808-Ljbffr