Financial Advisor | Wealth Management (Confidential)
Job Description
Overview
A confidential Wealth Management Financial Advisor role with a well-established, growing financial services firm in Palm Beach, FL 33480. This client-facing position focuses on building relationships, delivering tailored financial strategies, and expanding a book of business. Compensation ranges from $90K–$120K+ base plus bonus/commission.
What You’ll Do
- Build and manage client relationships
- Provide financial planning and investment guidance
- Develop and grow a book of business
- Conduct client meetings and portfolio reviews
- Identify new business opportunities through networking and referrals
- Stay current on market trends and financial products
What We’re Looking For
- Series 7 or SIE required (Series 66 preferred or willingness to obtain)
- 1–5+ years of experience in financial services, advising, or sales
- Strong communication and relationship-building skills
- Motivated, driven, and client-focused
- Experience working with high-net-worth clients is a plus
Why Join
- Strong earning potential (base + uncapped commission)
- Established client base plus growth opportunity
- Supportive team environment
- Long-term career growth within a reputable firm
Equal Opportunity
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected].