Find & Apply For Personal Financial Advisor Jobs in Port Charlotte, Florida

Help People Retire with Confidence Ideal Retirement Solutions is a rapidly growing independent Registered Investment Advisor (RIA) committed to helping individuals and families pursue a confident retirement through comprehensive financial planning, investment management, retirement income strategies, tax-efficient planning, estate planning coordination, and insurance solutions when appropriate. If you're looking to spend less time generating leads and handling administrative tasks—and more time helping clients make confident financial decisions—we'd love to meet you. We are seeking an experienced Financial Advisor who is passionate about building lasting client relationships and delivering exceptional financial advice. This role is ideal for someone who enjoys meeting with qualified prospective clients, providing personalized recommendations, and serving as a trusted long-term advisor. Unlike many advisor positions, our marketing, client acquisition efforts, and operational support are handled internally—allowing you to spend more of your time doing what you do best: advising clients. Responsibilities Build trusted, long-term relationships with clients and their families Meet with qualified prospective clients to understand their financial goals and determine whether our firm is the right fit Conduct retirement planning and investment review meetings Develop personalized financial plans and investment recommendations Monitor client portfolios and provide ongoing guidance and recommendations Educate clients on retirement income planning, tax-efficient strategies, wealth management, estate planning coordination, and insurance solutions when appropriate Collaborate with our planning, operations, and client service teams to deliver an exceptional client experience Maintain accurate documentation and adhere to all regulatory and compliance requirements Help strengthen existing client relationships while contributing to the continued growth of the firm Qualifications 3+ years of financial advisory, wealth management, or retirement planning experience preferred Active Series 65 (or equivalent registration) required CFP®, ChFC®, CFA®, or other advanced designations are a plus Strong communication, presentation, and relationship-building skills Ability to simplify complex financial concepts for clients High ethical standards and a fiduciary mindset Organized, self-motivated, and committed to delivering an outstanding client experience Why Join Ideal Retirement Solutions? At Ideal Retirement Solutions, we believe advisors should spend their time advising—not cold calling, processing paperwork, or managing administrative tasks.

Our advisors benefit from:

No cold calling Ongoing qualified prospective client meetings generated through our internal marketing efforts Dedicated operations and client service teams that handle account paperwork and administrative support Comprehensive financial planning environment with investment management, retirement planning, tax planning strategies, estate planning coordination, and insurance solutions Independent fiduciary RIA committed to acting in clients' best interests Modern technology platform including Charles Schwab, Wealthbox, RightCapital, Nitrogen, Kwanti, Signal Wealth, and other industry-leading tools Collaborative, team-oriented culture focused on helping clients succeed Opportunities for continued professional development and long-term career growth

Compensation & Benefits Compensation:

Competitive base salary plus uncapped performance-based incentive opportunities . Total compensation is driven by an advisor's ability to build trusted client relationships, deliver exceptional advice, and contribute to the continued growth of the firm.

Benefits Include:

401(k) Paid Time Off Life Insurance Professional development opportunities Supportive team environment Long-term career growth within a rapidly expanding firm About Ideal Retirement Solutions Ideal Retirement Solutions is an independent fiduciary Registered Investment Advisor dedicated to helping individuals and families pursue financial confidence through personalized planning, disciplined investment management, and long-term relationships built on trust. We are committed to doing what's right for our clients while fostering a collaborative, growth-oriented culture where our team members can build meaningful careers and make a lasting impact.

Pay:

$100,000.00 - $300,000.00 per year

Work Location:

In person