Wealth Management Advisor

We are seeking a motivated, relationship-driven Wealth Advisor to join our Lakewood Ranch / Sarasota office. This is an opportunity to help individuals, families, and business owners build financial plans and work toward a more confident retirement.

You’ll generate new client relationships through educational seminars, workshops, and prospect engagement, then guide clients through discovery, financial planning, and onboarding. Our structured approach, ongoing training, and collaborative environment are designed to help you grow and succeed.

• Conduct educational seminars and workshops to generate new client relationships.
• Meet with prospects to understand their financial goals and develop tailored plans.
• Explain investment, retirement, and annuity strategies in a clear, client-friendly way.
• Build trust-based relationships and guide new clients into ongoing wealth management.
• Manage your pipeline, follow up with leads, and take ownership of your production goals.

• 5+ years of experience in wealth management, insurance, or financial services.
• Active Series 65, or other relevant securities licenses such as Series 63 or Series 7.
• Life & Health Insurance license preferred.
• Strong presentation, communication, and relationship-building skills.
• A sales-oriented mindset and the ability to simplify complex financial concepts.
• Knowledge of managed accounts, portfolio basics, and annuity products.
• CFP® certification or progress toward certification is a plus.

• Competitive base salary plus commission.
• Opportunity to build meaningful client relationships and grow your book of business.
• Structured training and ongoing professional development.
• Competitive benefits package, including medical, dental, vision, 401(k) match, HSA, life insurance, and paid time off.

If you’re passionate about helping clients achieve their financial goals and ready to take ownership of your success, we’d love to hear from you.