Financial Advisor

This on site Financial Advisor role in Fort Myers, FL offers a collaborative, growth-oriented environment with strong support to help you succeed. Expect warm, prequalified prospects, personalized financial strategies, and a smooth path from first meeting to lasting client relationships. Our team handles marketing, scheduling, planning and processing, so you can focus on advisory conversations. The position carries a compensation range of USD 65,000 to 80,000 per year, with monthly commissions and clear potential for high earnings. Relocation support may be available, and advancement opportunities exist as the firm expands into new markets.

Benefits

• Medical insurance starts on day one with five plan options
• $300 monthly employer contribution toward an advisor's medical premium
• Employee-paid dental and vision coverage
• 401(k) with employer match up to 4% after eligibility is 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 earning 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 to $10,000
• Opportunity to earn dedicated service advisor and processing support as the book grows
• Advancement potential into Lead Advisor roles as the firm expands into new markets

Responsibilities

• Conduct five to six new client meetings weekly with warm, prequalified prospects
• Guide clients through a two to three meeting onboarding process
• Review financial plans prepared by the planning team before presenting recommendations
• Assess each client’s goals, retirement needs, risk tolerance and investment priorities
• Present solutions across managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies
• Build credibility with pre retirees and retirees, managing an average relationship value around $1 million
• Convert qualified prospects into clients with a target close rate of 30%
• Deliver a polished, confident and educational client experience
• Collaborate with schedulers, client service associates, processors and planning professionals for smooth onboarding
• Maintain accurate client and opportunity data in firm systems
• Follow the firm’s advisory, sales and client service processes
• Transition established clients to service advisors for ongoing annual reviews as the book grows
• Consistently meet performance goals and key performance indicators

Requirements

• 2–3+ years of experience as a Financial Advisor
• Proven track record of closing new client business
• Active Series 65 license
• Strong consultative sales and relationship-building skills
• Confidence presenting complex financial strategies clearly and persuasively
• Ability to command a room while staying humble and coachable
• Self-motivated, competitive and results-oriented mindset
• Intellectual curiosity and genuine interest in learning the firm’s processes
• Ability to accept feedback, adjust quickly and execute consistently
• On-site availability in Fort Myers for the full-time role
• Occasional evening client appointments may be required
• Degree not required if relevant experience supports the role

Technologies

• Wealthbox
• Nitrogen/Riskalyze
• eMoney
• Schwab custodial platform

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