Job Description
Join Wealth Legacy Partners in Orlando and accelerate your financial advising career with an exclusive $15,000 sign-on bonus! We're seeking ambitious professionals to build thriving client practices in Florida's dynamic market. Our comprehensive training program and established client pipeline provide the foundation for immediate success. Enjoy uncapped earning potential, premium benefits, and a collaborative culture where top advisors earn $200K+ annually.
As a Financial Advisor, you'll deliver personalized wealth management solutions to high-net-worth individuals and families. Our hybrid model combines office resources with flexible scheduling, allowing you to optimize client engagement while maintaining work-life balance.
Responsibilities
- Develop and execute comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate long-term client relationships through personalized portfolio reviews and proactive financial guidance
- Leverage our proprietary CRM system to identify cross-selling opportunities and expand client assets
- Participate in weekly team training sessions to enhance product knowledge and sales techniques
- Meet monthly production targets while maintaining exceptional client satisfaction metrics
- Attend industry certifications (CFP, CFA) supported by our education stipend program
- Contribute to community outreach initiatives to build local market presence
Qualifications
- Series 7, 66 licenses and current Florida state securities registration
- 3+ years of experience in financial services or wealth management
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication skills with ability to explain complex concepts
- Strong analytical and problem-solving abilities
- Valid Florida life/health insurance license
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)