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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