Position Title: Financial Advisor
A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships.
The ideal candidate has 3-5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting.
Salary Range: $65,000 - $75,000 / annually, DOE
Responsibilities
Requirements
Benefits
If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed.
#LI-SB1
A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships.
The ideal candidate has 3-5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting.
Salary Range: $65,000 - $75,000 / annually, DOE
Responsibilities
- Meet with pre-qualified prospective clients to understand their financial goals, retirement plans, assets, and concerns
- Conduct comprehensive discovery meetings and identify retirement, investment, estate, tax, and insurance planning opportunities
- Develop and present customized financial strategies based on each client's individual goals and circumstances
- Educate clients on recommended financial solutions and confidently guide them through the decision-making process
- Convert qualified opportunities into new client relationships while maintaining a consultative, client-first approach
- Build and maintain strong long-term relationships with clients while partnering with internal planning, service, and operations teams
- Maintain compliance with applicable regulatory requirements and stay current on financial products, planning strategies, and industry trends
Requirements
- 3-5+ years of experience as a Financial Advisor or in a similar client-facing financial services role
- Active Series 65 or Series 66 license required
- Strong track record of presenting financial recommendations and closing new business
- Excellent communication, presentation, relationship-building, and consultative sales skills
- Comfortable using CRM platforms and financial planning software
- Ability to work effectively in a hybrid environment and conduct client meetings in the office
- Bachelor's degree preferred
- CFP designation and experience with holistic or education-based financial planning preferred
Benefits
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Uncapped commission and significant long-term earning potential
- Pre-qualified client appointments supported by an established lead-generation platform
- Marketing, planning, service, and operational support
- Quarterly employee events and professional development opportunities
- Career growth and advancement opportunities
If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed.
#LI-SB1