Financial Advisor

Posted a month ago

Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients?

If so, this may be the best career move you’ll ever make.

• Manage and service your existing clients
• Grow your book with warm inbound opportunities
• Deliver comprehensive retirement and financial plans
• Provide clients with guaranteed income, tax strategies, and long-term planning solutions
• Work collaboratively with our planning and case design team
• Educate clients and guide them toward smart, stable financial decisions

We are recruiting an advisor who is:

• Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt)
• Already managing a book of business
• Motivated to scale with a more supportive platform
• A fiduciary-minded professional who puts clients first
• A strong communicator who enjoys building long-term relationships
• Interested in expanding into tax planning, annuities, and retirement income planning

$60,000 yearly

We are a fast-growing, client-focused financial planning team specializing in retirement income planning, wealth preservation, tax-efficient strategies, and guaranteed income solutions.

• Help advisors grow to their highest earning potential

We combine top-tier planning tools, in-house support, innovative retirement solutions, and a team-driven culture—not the restrictive corporate environment you may be used to.