Financial Advisor jobs in United States
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The Well · 7 hours ago

Financial Advisor

positionOcala, FL
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $150K/yr

The Well is a growing, retirement-focused wealth management firm based in Central Florida, seeking a Financial Advisor. This role involves closing new business and nurturing long-term client relationships while providing holistic retirement planning to clients.

Staffing & Recruiting

Responsibilities

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

Qualification

Series 65 licenseFlorida 215 licenseHolistic retirement planningSales process expertiseClient relationship managementClosing skillsProfessionalism

Required

Licensed: Series 65 + Florida 215
A true closer with strong presence
Comfortable working on-site across three offices for training
Motivated by uncapped earnings and strong marketing support

Benefits

Qualified leads + warm book of business
Clear, proven 3-meeting sales process
Base + Uncapped commission on new production
Family-style, supportive culture

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase