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Family-Focused Wealth Advisor & Financial Planner

Job in Fort Myers, Lee County, Florida, 33916, USA
Listing for: Evolution Retirement Services
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial services provider in Fort Myers, FL, seeks a passionate Financial Advisor to develop personalized financial plans and manage client relationships. The ideal candidate will have over three years of experience in the financial industry, with proficiency in estate planning, tax strategies, and asset management. This role includes advising clients, conducting financial analyses, and using CRM systems. Competitive salary range of $50,000 - $70,000/year with benefits including a 401(k) and health insurance.
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