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Financial Advisor

Boutique Recruiting · boutiquerecruiting.com
OrlandoMid level2–3 yrs
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Posted 24 days ago. 13 more Banker / Relationship Manager jobs in Orlando, Florida went up on company career pages this week. See the newer ones

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Straight from the company’s own careers site.

The job in short

Financial advising.

MarketingInsuranceCompliance

Details

Found
23 d ago · posted 2026-10-17
Location
Orlando, Florida, US

Full description

A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best: meet with qualified prospects, deliver recommendations, and close new client relationships. The firm handles marketing, lead generation, scheduling, planning support, and paperwork. You’ll walk into a booked calendar, supported by a dedicated planning team and client service staff, and focus exclusively on onboarding new clients and growing assets. This role is ideal for a confident, coachable closer who thrives in a high-performance environment, values structure, and wants uncapped earning potential without the grind of prospecting. Financial Advisor Responsibilities: • Conduct 5-6 new client meetings per week with pre-qualified prospects • Review and present financial plans prepared by the internal planning team • Guide clients through a structured onboarding process across 2-3 meetings • Close new client relationships with an expected ~30% conversion rate • Build trust and rapport with pre-retiree and retiree clients • Partner with internal processors and CSAs who handle all paperwork and transfers • Transition ongoing client reviews to Service Advisors once asset thresholds are met • Maintain compliance and documentation standards using internal systems Financial Advisor Requirements: • 2-3+ years of experience as a Financial Advisor with closing responsibility • Active Series 65 license • Proven ability to close new business and follow a defined sales process • Coachable mindset with openness to feedback and training • Strong communication skills and professional presence • Comfortable working fully onsite and meeting clients face-to-face • Degree preferred but not required, performance matters more than credentials Benefits: • All marketing, lead generation, and appointment setting provided • Multiple compensation structures available • Monthly commission payouts with strong long-term revenue sharing • Medical, dental, and vision insurance • 401(k) with company match after 6 months • Generous PTO • Paid shutdown during the week of Christmas for top performers • Dedicated planning team, CSA support, and service advisors as your book grows This is a rare opportunity for an advisor who wants high income, elite support, and a proven system, without cold calling, self-generated leads, or administrative drag. If that sounds like you, apply now! #LI-KJ1

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