Financial Advisor
Crawford Thomas Recruiting
Fleming Island, FL
Company Overview:
We are a nationally recognized, fiduciary-only Registered Investment Advisor (RIA) firm offering comprehensive family office services. With clients across the U.S. and a track record of rapid growth, we deliver sophisticated financial planning through a team-based, client-first approach. Our culture rewards results, promotes from within, and offers clear pathways to leadership and equity participation.
Position Overview:
This is a pure sales position—no ongoing client servicing is required. You'll receive qualified leads, a structured sales process, extensive training, and full back-end support from a CFP®-led advisory team. Your role is to guide prospective clients through a consultative financial discovery process, present the firm’s value proposition, and close new business.
Key Responsibilities:
Make outbound calls daily to contact warm, qualified leads using firm-provided dialer and CRM tools
Qualify prospects and schedule phone or Zoom appointments
Conduct structured financial consultations to identify planning and investment opportunities
Present firm offerings using a scripted presentation deck
Follow up, close new business, and coordinate account transfer with internal support teams
Maintain accurate and timely records in the CRM system
Consistently meet or exceed weekly activity and sales production targets
Qualifications:
Series 65 or 66 license; must be registerable in Florida
Proven success in financial services sales with a clean U4
Backgrounds welcomed: RIA producers, brokerage/FINRA reps, life/annuity producers, financial call center reps
CFP® certification a plus
Strong communication skills, attention to detail, and coachable mindset
Driven, self-motivated, and goal-oriented with a passion for helping families achieve financial security
What We Offer:
Compensation: Competitive base salary, aggressive fee splits, and production-based bonuses, with First-year OTE $200k+
Benefits: Health, dental, vision, matched 401(k), generous PTO, and paid holidays
Support: CFP®-level advisory team handles all ongoing client servicing
Training & Tools: Comprehensive onboarding, structured sales process, scripting, CRM, and dialer system
Growth Path: Advancement to team leadership, management, and potential partnership/C-suite opportunities
Culture: High-integrity, results-driven, and supportive environment that invests in your long-term success