Financial Advisor – Wealth Management Advisor
About the position
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services. This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation.
Responsibilities
• Develop new business through networking, referrals, and client acquisition strategies
• Conduct comprehensive financial planning and retirement income analysis
• Provide investment advisory services including mutual funds and asset allocation strategies
• Implement insurance planning solutions including life and disability insurance
• Deliver portfolio management and ongoing performance reviews
• Maintain compliance with FINRA, state insurance, and regulatory requirements
• Document financial plans and client communications within CRM systems
• Provide ongoing relationship management and client retention support
Requirements
• Active Series 6 or Series 7 license
• Active Series 63 or Series 66 license
• Active Life and Health Insurance license
• Experience in financial advisory, wealth management, insurance sales, or investment services
• Strong business development and client relationship management skills
Nice-to-haves
• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP), ChFC, or similar designation
• Existing book of business
• Experience with financial planning software and CRM systems
• Background in retirement income planning or estate planning coordination
Benefits
• W-2 employment
• Commission-based compensation with residual income
• Performance-based bonuses and production incentives
• 401(k) with company match
• Medical, dental, vision, life, and disability insurance
• Marketing, compliance, and operational support
• Flexible scheduling and business development autonomy
Apply Now
Apply Now
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services. This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation.
Responsibilities
• Develop new business through networking, referrals, and client acquisition strategies
• Conduct comprehensive financial planning and retirement income analysis
• Provide investment advisory services including mutual funds and asset allocation strategies
• Implement insurance planning solutions including life and disability insurance
• Deliver portfolio management and ongoing performance reviews
• Maintain compliance with FINRA, state insurance, and regulatory requirements
• Document financial plans and client communications within CRM systems
• Provide ongoing relationship management and client retention support
Requirements
• Active Series 6 or Series 7 license
• Active Series 63 or Series 66 license
• Active Life and Health Insurance license
• Experience in financial advisory, wealth management, insurance sales, or investment services
• Strong business development and client relationship management skills
Nice-to-haves
• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP), ChFC, or similar designation
• Existing book of business
• Experience with financial planning software and CRM systems
• Background in retirement income planning or estate planning coordination
Benefits
• W-2 employment
• Commission-based compensation with residual income
• Performance-based bonuses and production incentives
• 401(k) with company match
• Medical, dental, vision, life, and disability insurance
• Marketing, compliance, and operational support
• Flexible scheduling and business development autonomy
Apply Now
Apply Now