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Series Licensed Wealth Advisor
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Insurance Sales, Financial Advisor
Job Description & How to Apply Below
A company is looking for a Wealth Advisor.
Key Responsibilities Transition and grow an existing book of business using the company's modern platform Access new markets through established relationships and coordinated events within major corporations Contribute to team growth by mentoring developing advisors and sharing expertise
Required Qualifications Existing book of business with established client relationships Series 65 or 66 license (required) Proven track record of client retention and organic growth Collaborative mindset willing to share knowledge and support teammates Entrepreneurial drive toward eventual practice ownership
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