Posted 07/22/2026
Job Number: 17329
Financial Advisor
Fort Myers, Florida • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
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Job Description
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
Job ID: a0CUm00004jhGNhMAM
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