Financial Advisor | Retirement Planning

Your Wealth is seeking an experienced Financial Advisor to serve as the lead advisor for the market. This is an opportunity to establish and grow a local presence with the support of an established retirement-focused firm, centralized operations, and a consistent flow of pre-qualified prospects generated through firm marketing.

This role is ideal for an advisor who prefers a consultative, planning-based approach and wants responsibility for building long-term client relationships in a new territory—without relying on cold prospecting.

• Firm-generated, pre-qualified appointments (no cold calling or door-to-door prospecting)
• New office location with the opportunity to be the lead advisor in the market
• Ongoing support from a dedicated marketing engine (seminars, outreach, and brand awareness)
• Competitive base salary with uncapped earning potential
• Operational support to allow advisors to focus on client relationships and planning

• Serve as the primary Financial Advisor for clients and prospects in the Cartersville market
• Conduct retirement planning and discovery meetings with firm-generated prospects
• Develop and implement holistic retirement strategies, including:
• AUM solutions
• Income and distribution planning
• Fixed indexed annuities and risk management strategies
• Convert qualified prospects into ongoing client relationships through a professional, consultative process
• Provide ongoing client service, reviews, and planning updates to support retention and long-term outcomes
• Maintain appropriate documentation and follow compliance and firm policies

• Prior experience advising pre-retirees and retirees (typically ages 50–75)
• Strong consultative communication skills and confidence leading client meetings
• Experience with retirement income planning and investment/insurance-based solutions
• Proven ability to build trust, manage a pipeline, and close business in a relationship-driven manner
• Active licensing as applicable (Life/Health and securities registration preferred/required based on firm needs)

Our expansion into Cartersville is a strategic investment. Now we continue to build.