Financial Advisor
Job in
Ocala, Marion County, Florida, 34470, USA
Listed on 2025-12-31
Listing for:
The Well
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
We’re hiring a Financial Advisor on behalf of our client- a growing, retirement-focused wealth management firm based in Central Florida. This is a high-impact role for a driven advisor who loves both closing new business and nurturing long-term client relationships.
What You’ll Love- Qualified leads + warm book of business
- Base + Uncapped commission on new production
- Family-style, supportive culture
- Meet with retirees and pre-retirees (55–75, $500k+ investable assets)
- Deliver discovery, portfolio x-ray, and implementation meetings
- Provide holistic retirement planning using models and annuity solutions
- Manage and grow an inherited book
- A true closer with strong presence
- Comfortable working on-site across three offices for training
- Motivated by uncapped earnings and strong marketing support
Associate
Employment typeFull-time
Job functionFinance, Sales, and Customer Service
IndustriesFinancial Services and Investment Management
Benefits- Medical insurance
- Vision insurance
- 401(k)
Location:
Ocala, FL
Salary: $50,000.00-$
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