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Financial Advisor No Cold Calling Jobs (NOW HIRING)

Boutique Recruiting

Financial Advisor

Fort Myers, FL · On-site

$65K - $80K/yr

Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential ... No cold calling, purchased leads or self-generated marketing required * Warm appointments scheduled ...

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How much do financial advisor no cold calling jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial advisor no cold calling in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor no cold calling?

To thrive as a Financial Advisor (No Cold Calling), you need strong financial analysis skills, knowledge of investment products, and a relevant degree such as finance or economics, often accompanied by certifications like CFP or Series 7. Familiarity with CRM platforms, portfolio management software, and financial planning tools is also crucial. Excellent relationship-building, active listening, and trustworthiness help you cultivate and maintain client relationships without relying on cold outreach. These abilities ensure you can provide tailored financial advice, retain clients, and grow your book of business effectively.

What is a financial advisor no cold calling?

A Financial Advisor (No Cold Calling) is a professional who provides financial planning, investment advice, and related services to clients without the need to engage in cold calling. This means they do not have to make unsolicited calls to potential clients to generate business. Instead, they typically work with leads provided by the firm, referrals, or existing client relationships. This role allows advisors to focus more on building relationships and offering tailored financial solutions, rather than spending significant time on prospecting.

How does a financial advisor work with pre-qualified or inbound clients in a no cold calling environment?

In a 'No Cold Calling' Financial Advisor role, you'll typically engage with clients who have already expressed interest in financial services or who have been referred by existing clients or marketing efforts. This allows you to focus on relationship-building, conducting needs assessments, and providing tailored financial advice rather than spending time prospecting or making unsolicited calls. Collaboration with marketing teams and lead generation specialists is common, ensuring a steady flow of warm leads. This structure often results in more productive client meetings, higher client satisfaction, and the opportunity to develop deeper, long-term relationships.
More about Financial Advisor No Cold Calling jobs
What cities are hiring for Financial Advisor No Cold Calling jobs? Cities with the most Financial Advisor No Cold Calling job openings:
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What job categories do people searching Financial Advisor No Cold Calling jobs look for? The top searched job categories for Financial Advisor No Cold Calling jobs are:
Financial Advisor No Cold Calling jobs near you
Infographic showing various Financial Advisor No Cold Calling job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 78% In-person, and 22% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

United Placement Group

Allentown, PA

Full-time

Posted 23 days ago

Job description

Are you an experienced Financial Advisor or Insurance Agent who loves working with clients-but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and a better life balance.

Senior & Retirement Financial Advisor - Pre-Set Appointments, Full SupportThe role

As a Senior & Retirement Financial Advisor focused on annuities and retirement income strategies, you will:

  • Conduct approximately 10-12 pre-set appointments per week with qualified, pre-engaged prospects.
  • Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
  • Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
  • Partner closely with an internal appointment setter and case manager who support your calendar, case prep, and paperwork from start to finish.
  • Build and maintain strong client relationships through thoughtful follow-up and ongoing service.

Requirements

What we're looking for
  • Active Health & Life insurance license (required).
  • One of the following: Series 65; or Series 7 & 66.
  • Experience recommending annuities and retirement income strategies compliantly.
  • Proven success meeting clients in person and closing consultative, needs-based recommendations.
  • Comfort using Zoom, Microsoft Teams, or similar virtual meeting platforms for client meetings.
  • Experience serving pre-retirees and retirees and helping them achieve peace of mind.
  • Willingness to travel within your state to meet clients.
  • Eligible to work in the United States.

Benefits

Why this opportunity stands out
  • No out-of-pocket marketing costs: Stop paying for seminars, mailers, ads, or leads-client acquisition is handled for you.
  • Pre-set, qualified appointments: Meet with clients who have already expressed interest in estate and retirement planning, not cold or unvetted leads.
  • Full back-office & case management: A professional team supports you with case design, plan preparation, applications, and follow-up so you can stay in front of clients.
  • Help with "paper chasing": From forms and requirements to carrier follow-ups, you have support to keep cases moving without you getting buried.
  • Opportunity for managed money: Leverage and grow your advisory practice with access to additional investment and managed money opportunities (where applicable).
  • Limited, exclusive slots per state: Only a select number of Advisors are brought on in each state, reducing internal competition and supporting long-term growth.
What you gain
  • No cold calling, no door-knocking, and no endless prospecting-spend your time where it counts: in meetings with ready-to-talk clients.
  • Dedicated back-office and case management support to dramatically reduce non-revenue activities.
  • Access to leading products and carriers to build truly client-centric retirement and income plans.
  • Greater control over your schedule, supported by systems, infrastructure, and lead flow that make consistent production realistic.

Apply