Financial Advisor

Company Overview:

We are a nationally recognized, fiduciary-only Registered Investment Advisor (RIA) firm offering comprehensive family office services. With clients across the U.S. and a track record of rapid growth, we deliver sophisticated financial planning through a team-based, client-first approach. Our culture rewards results, promotes from within, and offers clear pathways to leadership and equity participation.

Position Overview:

This is a pure sales position— no ongoing client servicing is required . You'll receive qualified leads, a structured sales process, extensive training, and full back-end support from a CFP®-led advisory team. Your role is to guide prospective clients through a consultative financial discovery process, present the firm’s value proposition, and close new business.

Key Responsibilities:

• Make outbound calls daily to contact warm, qualified leads using firm-provided dialer and CRM tools

• Qualify prospects and schedule phone or Zoom appointments

• Conduct structured financial consultations to identify planning and investment opportunities

• Present firm offerings using a scripted presentation deck

• Follow up, close new business, and coordinate account transfer with internal support teams

• Maintain accurate and timely records in the CRM system

• Consistently meet or exceed weekly activity and sales production targets

Qualifications:

• Series 65 or 66 license; must be registerable in Florida

• Proven success in financial services sales with a clean U4

• Backgrounds welcomed: RIA producers, brokerage/FINRA reps, life/annuity producers, financial call center reps

• CFP® certification a plus

• Strong communication skills, attention to detail, and coachable mindset

• Driven, self-motivated, and goal-oriented with a passion for helping families achieve financial security

What We Offer:

• Compensation: Competitive base salary, aggressive fee splits, and production-based bonuses, with First-year OTE $200k+

• Benefits: Health, dental, vision, matched 401(k), generous PTO, and paid holidays

• Support: CFP®-level advisory team handles all ongoing client servicing

• Training & Tools: Comprehensive onboarding, structured sales process, scripting, CRM, and dialer system

• Growth Path: Advancement to team leadership, management, and potential partnership/C-suite opportunities

• Culture: High-integrity, results-driven, and supportive environment that invests in your long-term success