Job Description
Job Description
Job Description
Benefits:
- Bonus based on performance
- Training & development
- Tuition assistance
Private Client Wealth Advisor or Registered Representative
Existing Client Relationships | Bilingual (English & Spanish Preferred) | Orlando, Florida
We're building an exceptional Relationship-Driven Investment Services practice within State Farm—and we're looking for the right person to build it with us.
Relationships Before Transactions. Always.
At Jose Rosario State Farm, we believe the best financial professionals should spend their careers serving clients—not constantly searching for them.
We've built a collaborative, relationship-driven environment where trusted relationships, Financial Reviews, teamwork, and consistent follow-up create meaningful opportunities.
This is
not an insurance sales position disguised as an investment role.
It's an opportunity to become a trusted advisor within an established practice that already serves thousands of individuals, families, and business owners throughout Florida and Georgia.
Why This Opportunity Is Different
Instead of building a business from scratch, you'll help strengthen relationships that already exist.
You'll have opportunities generated through:
- Existing client relationships
- New customer onboarding conversations
- Financial Reviews
- Referrals from our insurance team
- Marketing initiatives
- Administrative support
Our goal is simple:
Help you spend more time helping people and less time searching for them.
Your Role
As our
Private Client Wealth Advisor , you'll lead our agency's Relationship-Driven Investment Services efforts by helping clients make informed financial decisions through:
- Financial Reviews
- Life Needs Analyses
- Financial Needs Gap Analyses
- Wealth Accumulation Strategies
- Retirement Readiness Conversations
- Investment Solutions
- Life Insurance Reviews
Your mission is to build trusted relationships that help clients make confident financial decisions throughout every stage of life.
Who We're Looking For
We're looking for someone who:
- Enjoys building relationships more than chasing sales.
- Believes trust is earned through consistent follow-up.
- Enjoys educating clients before making recommendations.
- Wants to become an integral part of a collaborative team.
- Is looking for a long-term career rather than building an independent practice.
- Wants to help build something meaningful alongside an experienced mentor.
If your dream isn't to own your own practice—but to become the trusted right hand of an established financial professional—we'd love to meet you.
Qualifications
Required
- Active FINRA Series 6 License (or equivalent)
- Securities Industry Essentials (SIE)
- Florida 2-15 Life, Health & Variable Annuity License (or ability to obtain)
Preferred
- Series 63
- Series 65
- Experience in financial services, investment services, banking, or relationship management
- Strong relationship-building and communication skills
- Fluent in English and Spanish
Compensation
- Competitive base salary starting at $38,698 - $62,377 (Based on Licenses and Experience)
- Relationship Growth Incentive Plan
- Performance incentives
- Potential first-year earnings of $60,000–$80,000
- Potential Income $100,000+
Benefits
- Paid Time Off
- Paid Holidays
- Licensing & Continuing Education Support
- Professional Development & Mentorship
- Marketing Support
- Administrative Support
- Existing Client Relationships
- Modern Technology
- Long-Term Career Growth
Why Work With Jose Rosario?
Jose Rosario,
MSFP, MBA, ChFC®, CLU®, CPCU®, WMCP®, RICP® , has dedicated his career to helping individuals, families, and business owners make informed financial decisions through education, integrity, and trusted relationships.
He holds a Master of Science in Financial Planning from the University of Georgia, an MBA, a Finance degree, and multiple nationally recognized professional designations. He also serves on the University of Georgia Master of Science in Financial Planning Alumni Board.
Rather than hiring someone to simply produce sales, Jose is looking for a long-term partner to help build an exceptional Relationship-Driven Investment Services practice.
You'll work alongside an experienced mentor, supported by a collaborative team that's committed to your professional success.
Prefer a Confidential Conversation?
Many of the best financial professionals aren't actively looking for a new opportunity—they're simply open to the right one.
If you're currently employed and would prefer a confidential conversation before applying, I'd be happy to speak with you personally.
Office: 407-704-6655
Email: jose.rosario.wj2g@statefarm.com
Your inquiry will be handled with complete professionalism and confidentiality.
Ready to Build Something Meaningful?
This is more than a job.
It's an opportunity to help build an exceptional
Relationship-Driven Investment Services practice where
Relationships Before Transactions. Always.
If you're curious, let's have a confidential conversation.
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