Posted 01/09/2026
Job Number: 15171

Financial Advisor

Orlando, FL Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $65,000 - $80,000/Annually

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Job 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
  • Clear path to lead advisor roles or expansion into new office locations

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-KR1

Job ID: a0CUm00003cCAkQMAW

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