Financial Advisor - Fort Myers, FL

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$50,000.00/yr - $70,000.00/yr

Position:
Financial Advisor

Firm:
Evolution Retirement Services

Location:

Fort Myers, FL

Overview: At Evolution Retirement Services in Fort Myers, FL, we’re looking for a passionate, driven, and customer-centric professional to become our next Financial Advisor
!

At Evolution Retirement Services, we envision a future where financial management transcends traditional boundaries, becoming an integral part of our clients’ family journeys. We are not just financial advisors—we strive to be an extension of each family, crafting a financial blueprint for life that evolves alongside them.

If you thrive on building meaningful relationships, enjoy working side-by-side with clients, and love the challenge of consistently exceeding expectations, we want to connect with you!

• Develop personalized financial plans incorporating estate planning, tax strategies, and investment management tailored to client needs
• Proactively network and leverage referrals to expand client base
• Conduct thorough financial analysis using advanced financial software and research tools
• Manage client portfolios, ensuring alignment with their long-term wealth management objectives
• Advise clients on cash management, asset allocation, and risk mitigation strategies
• Maintain up-to-date knowledge of wills, trusts, estate law, and relevant regulatory changes
• Build and nurture strong client relationships through effective customer relationship management techniques
• Assist clients with banking services, including cash flow analysis and account management
• Support sales efforts by presenting financial products and services that meet client needs
• Collaborate with legal professionals on estate planning documents such as wills and trust
• Stay informed about market trends and conduct research to inform strategic planning decisions
• Maintain and update client information using the firm’s CRM system - Wealthbox

• CFP or CFA are a plus!
• 3+ years’ experience in the financial industry
• Proven experience or strong knowledge in estate planning, tax law, or related legal area
• Strong understanding of financial concepts including portfolio management, cash flow analysis, and asset allocation
• Excellent math skills with the ability to interpret complex financial data
• Experience in customer relationship management within a financial services environment
• Working knowledge of banking operations and asset management practices
• Ability to communicate complex financial information clearly to clients and team members

• Proficiency with financial analysis tools and software; experience with technical accounting or public accounting is a plus
• Background in financial sales, investment management, or wealth management preferred

• $50,000 - $70,000/year based on experience
• 401(k)
• Health insurance
• Paid time off
• Annual firm paid trip if the firm’s goals are met

• In office:
  Monday – Friday, 9am – 5pm
• Some evenings required for client events

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

• Mid-Senior level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x

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