Financial Advisor | Appointments Provided | Built for a Closer

You can close. Your firm just keeps you too busy prospecting to prove it. We built Secure Money Advisors on the opposite math: an education-first marketing engine — workshops, radio, television — that puts qualified retirement households on the calendar, so your week happens across the table from prospects, not behind a dialing screen.

Now we're opening a King of Prussia office to serve greater Philadelphia, and we need one proven advisor to sit at the front of it: run the meetings, deliver the plan, ask for the business, and share in the revenue you create.

What you'll do

• Meet warm, firm-generated prospects — pre-retirees and retirees who found us through workshops, radio, TV, and educational content, not through your personal network.
• Lead discovery across retirement income, investments, taxes, estate coordination, healthcare, and risk.
• Present integrated recommendations across advisory, income, annuity, and insurance solutions — including fixed index annuities where they fit the plan — and close the right business.
• Own the client relationship through implementation and beyond, while planning, case preparation, paperwork, and service teams carry the load behind you.

What you get

• Not commission-only: a base salary plus a meaningful percentage of the revenue you generate. Expected first-year total compensation: $200,000–$350,000+
• A calendar built by the firm's marketing engine, so your time goes to advising and closing instead of cold outreach.
• The lead-advisor seat in a new metro-Philadelphia office, backed by an established retirement-planning firm, its process, and its support team.
• A platform spanning advisory, retirement-income, annuity, and insurance solutions — more ways to solve the whole problem for every household you sit with.

Who this is for

You've personally closed complex retirement-planning or wealth-management business, and you can prove it — funded relationships, real conversion, your name on the close. You run a plan-first, fiduciary-minded process, and you're comfortable recommending a fixed index annuity when it's genuinely right for the client. And you'd rather have a firm fill your calendar than chase maximum payout on a book you have to build alone.

Who it is not for

Fee-only purists. Educators who never ask for the business. Advisors who need remote work or an inherited book to succeed.

What you need

• An active Series 65/66 (or a CFP, CPA, or CFA designation).
• An active life insurance license.
• The ability to work full-time, in person, from our King of Prussia office.

If you're the closer we just described, we'd like to meet you — and we're prepared to build the economics around you.