Financial Advisor Representative

We are currently looking for a strong Financial Advisor who has an interest in pursuing leadership opportunities. As an Experienced Financial Planner, you are able to grow and develop a small unit of advisors recruited by the firm. If you have done any joint work or mentored one or more advisors, or have experience in sales management, this is a great opportunity for you!

Many of our current mentors or managers were promoted from within, although several came to us as experienced professionals from other firms. Our culture is extremely teamwork‑oriented, so you must be willing to embrace and work with new associates. Your hard work and professional dedication will be rewarded with an excellent compensation and benefits package. Join the best team. Our customized training program is designed for the modern advisor.

We are building the modern advisor agency.

• Develop comprehensive financial plans tailored to clients' needs and goals
• Conduct thorough financial analysis and provide insights on investment management and wealth management strategies
• Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives
• Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice
• Build and maintain strong client relationships through effective communication and customer relationship management
• Train & develop new agents
• Sales experience with one‑on‑one clients

• Proven experience in financial planning and analysis
• Strong understanding of financial concepts and services
• Proficiency in estate planning, tax experience, and securities law
• Skills in investment management and wealth management
• Excellent mathematical abilities and financial software proficiency
• Effective collaboration and management skills, particularly in sales environments
• Strong customer relationship management and portfolio management experience
• Training and development of new agents

• Financial Services: 3 years (Preferred)
• Sales: 3 years (Preferred)
• Insurance background

• Life, Health, and Annuity License (Required)
• SIE, 65, or Series 7 License (Preferred)

$125,000 - $150,000 per year