Position Title: Financial Advisor Salary Range: $65,000–$80,000 DOE, plus commission and revenue-sharing potential Walk into a full calendar of qualified prospects—not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales-driven Financial Advisor to meet with prequalified prospects, present customized financial strategies, and convert opportunities into long-term client relationships. With marketing, appointment scheduling, financial planning and administrative processing handled by dedicated support teams, this advisor can focus on what they do best: earning trust, closing business and onboarding new clients. The ideal candidate has proven financial advisory and closing experience, commands a room without ego, and is hungry to master a successful, established sales process. They must be highly coachable, self-motivated, and receptive to direct feedback. Financial Advisor Responsibilities: • Conduct approximately five to six new client meetings each week with warm, prequalified prospects • Lead prospective clients through a consultative two- to three-meeting onboarding process • Review financial plans prepared by the firm’s dedicated planning team before presenting recommendations • Evaluate each client’s financial goals, retirement needs, risk tolerance and investment priorities • Present solutions involving managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies based on client needs • Build credibility with pre-retirees and retirees, with an average client relationship of approximately $1 million • Convert qualified prospects into new clients while working toward a 30% closing ratio • Deliver a polished, confident, and educational client experience • Partner with schedulers, client service associates, processors and planning professionals to ensure seamless onboarding • Maintain accurate client and opportunity information within the firm’s systems • Follow the firm’s proven advisory, sales and client service processes • Transition established client relationships to service advisors for ongoing annual reviews as the book of business grows • Consistently meet performance goals and key performance indicators Financial Advisor Requirements: • 2–3+ years of experience as a Financial Advisor • Proven experience closing new client business • Active Series 65 license • Strong consultative sales and relationship-building skills • Confidence presenting complex financial strategies in a clear, compelling way • Ability to command a room while remaining humble and receptive to coaching • Self-motivated, competitive and results-oriented mindset • Intellectual curiosity and a genuine desire to learn the firm’s established process • Ability to accept feedback, adjust quickly, and execute consistently • Commitment to working fully on-site in Fort Myers • Availability to accommodate an occasional evening client appointment • Degree not required when supported by relevant experience Preferred Qualifications: • Active insurance license • CFP designation • Experience with Wealthbox, Nitrogen/Riskalyze, eMoney or Schwab’s custodial platform • Background with an independent advisory firm, wealth management organization or insurance-based financial services company • Former collegiate athlete or military experience Benefits: • Medical insurance available beginning on the first day of employment, with five plan options • $300 monthly employer contribution toward an advisor’s medical premium • Employee-paid dental and vision coverage • 401(k) with an employer match of up to 4% after eligibility requirements are met • 15 days of combined PTO after 90 days • PTO increases to 20 days after three years and 25 days after five years • Paid holidays, including your birthday, Christmas Eve, Christmas Day, Thanksgiving and the day after Thanksgiving • Paid company closure during Christmas week for advisors who meet performance goals • Monthly commission payments • Additional performance contests and incentive opportunities • High earnings potential, with established advisors commonly earning $300,000+ • No cold calling, purchased leads or self-generated marketing required • Warm appointments scheduled directly on the advisor’s calendar • Dedicated planning, scheduling and processing support • Potential relocation assistance of $5,000–$10,000 • Opportunity to earn dedicated service advisor and processing support as the book of business grows • Advancement potential into Lead Advisor roles as the firm expands into new markets If you are a proven closer who wants qualified appointments, exceptional operational support, and a clear path to significant financial growth, apply today! #LI-SB1 #LI-LO1