Financial Advisor - Qualified Appointments Provided

Financial Advisor – Qualified Appointments Provided

Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Location: Tampa, FLEmployment Type: Full-Time
About the OpportunityWe are partnering with a growing wealth management and financial planning firm that is expanding its advisor presence in the Tampa market and hiring multiple Financial Advisors as part of that growth.
This is a true financial advisory and planning opportunity with a major difference from many traditional advisor roles:
You do not have to build your own pipeline.
An established internal marketing and lead-generation team handles prospecting, lead qualification, and appointment setting. Qualified prospective clients are placed directly on your calendar, allowing you to spend your time where you can make the greatest impact — understanding the client's financial picture, developing strategies, providing advice, and ultimately earning the client relationship.
This is an excellent opportunity for an experienced advisor who enjoys the consultative and relationship-building side of wealth management, has the ability to close new business, but would prefer to spend less time cold prospecting.
What You'll DoMeet with qualified prospective clients provided through the firm's internal lead-generation platformConduct comprehensive discovery to understand each client's financial situation, goals, concerns, and retirement objectivesDevelop and present financial planning and wealth-management strategiesAdvise clients across areas including investments, retirement income, financial planning, estate considerations, tax strategies, and insuranceEducate prospective clients and clearly communicate financial recommendationsBuild trust, address questions and objections, and convert qualified prospects into long-term client relationshipsGrow assets under management through successful new-client acquisitionDevelop lasting advisory relationships and provide ongoing financial guidanceParticipate in educational presentations and seminars as appropriate
What We're Looking For3+ years of experience as a Financial Advisor, Wealth Advisor, Financial Consultant, or similar client-facing advisory professionalActive Series 65 and/or Series 66 or equivalent applicable licensingCFP® designation is highly valuedDemonstrated financial planning and wealth-management experienceProven ability to develop and close new client relationshipsExperience bringing in new AUM, consolidating outside assets, or growing client relationshipsStrong consultative communication and presentation skillsRetirement planning experience is a plusSeminar or public-speaking experience is a plusComfortable working in a performance-driven environmentAbility to build credibility and trust quickly with prospective clients
CompensationThe compensation model is designed to reward performance and provides significant upside:$75,000 minimum guaranteed Year 1 drawPerformance-based compensation above the drawUncapped earning potentialStrong performers have the opportunity to earn $250,000–$350,000+Qualified prospective client appointments are provided
Why This Opportunity Is DifferentMany experienced advisors are excellent at financial planning and winning client relationships but spend an enormous amount of their time prospecting, cold calling, networking, and trying to fill their own calendars.
This model separates prospect generation from advising.
The firm's internal team builds the pipeline. You focus on the client. xzbcwsv
If you're an experienced advisor who enjoys financial planning, developing relationships, and closing new business - and you'd like the opportunity to do that with qualified appointments already on your calendar - we'd like to speak with you.
Multiple positions are available as the firm expands its presence in Tampa.