Financial Advisor

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

• Paid Training and Referrals: Opportunity to learn, grow, and transition to a new career opportunity while earning income.
• Comprehensive Benefits: Medical, Dental, Vision, HSA contribution, 401k matching, PTO, STD, LTD, and Group Life.
• Compensation: Three-year bridge salary with incentivized income from an annuitized business model.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Fort Myers, FL.
They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and…