Financial Advisor

I'm building an advisory team and seeking motivated, coachable professionals who want to build a meaningful career in financial services. Our firm focuses on protection planning, retirement income strategies, tax‑efficient wealth building, and long‑term financial security for families and business owners.

This role is ideal for someone who wants to make an impact, grow a book of business, and be part of a team that values integrity, education, and doing what’s best for the client.

• Meet with individuals, families, and business owners to understand their goals and financial concerns
• Conduct comprehensive financial reviews across protection, retirement, tax‑advantaged strategies, and estate considerations
• Build customized plans that help clients protect, grow, and transfer wealth
• Review existing financial plans and determine whether they should be kept, improved, or replaced
• Educate clients using a clear, consultative, no‑pressure approach
• Develop and manage your own client base through networking, referrals, and outreach
• Maintain strong relationships and provide ongoing service and reviews
• Collaborate with a supportive team and leverage firm resources, mentorship, and training

• Strong communication skills and a genuine desire to help people
• Coachability, professionalism, and a willingness to learn
• Entrepreneurial mindset with the discipline to build a long‑term career
• Ability to follow a proven system while bringing your own strengths to the table
• Prior financial experience is helpful but not required — we provide training, licensing support, and mentorship

• Alliance Financial Group offers a competitive and comprehensive benefits package designed to support both your career and your personal well‑being.

• Career changers looking for a meaningful, client‑focused profession
• Current advisors or agents seeking a stronger platform, better mentorship, or a more ethical planning environment
• Professionals in sales, education, insurance, finance, or business development
• Individuals who want to build a business with long‑term stability and unlimited earning potential

• We believe in doing what’s right — not what’s easy.
• Our mission is to bring clarity, protection, and confidence to every household we serve.

Since 1987, Alliance Financial Group has been committed to delivering financial guidance and protection tailored for individuals and businesses to achieve their life goals. Partnered with The Guardian Network, a Fortune 250 company, Alliance Financial Group provides a range of financial services, including securities and advisory services through its affiliation with Park Avenue Securities, LLC (PAS). Based in Fort Myers, FL, the agency is dedicated to helping clients navigate complex financial decisions with expertise and integrity.

Alliance Financial Group values trust and works with clients to provide tailored solutions, empowering them to lead financially secure lives.