Posted 05/18/2026
Job Number: 16675

Financial Advisor – Sarasota

Sarasota, Florida Onsite

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Financial Advisor

This position offers an opportunity for a driven professional to join a dynamic team as a Financial Advisor. The role emphasizes client engagement and relationship management, focusing on onboarding clients without the pressure of cold outreach. The organization fosters a supportive culture that values high achievers, particularly those with backgrounds in athletics or the military, as they tend to excel in this environment. The ideal candidate will thrive in a structured setting, where they can leverage existing leads and appointments to build a successful practice. This position not only offers a platform for significant financial growth but also provides a chance to contribute to a team that prioritizes client care and personal development.

Salary Range: $65,000 – $80,000 / Year DOE

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:

  • Medical, dental, and vision insurance with benefits starting on day one
  • 401k plan with a 4% match after 90 days
  • Three weeks of PTO, including sick and vacation time
  • Paid time off during the week of Christmas upon meeting performance targets
  • Paid holidays including New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas

If you are a Sarasota Financial Advisor looking to take the next step in your career, apply now! #LI-SB1

Job ID: a0CUm00004LPoGQMA1

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