Financial Advisor Qualified Prospects | No Cold Prospecting

Advisors in this role meet with 4–6 pre-qualified retirement prospects each week through a consistent seminar and marketing engine.

This is built for advisors who want to spend their time in real client conversations and closing business — not trying to create their own pipeline.

The firm added ~$44M in new AUM last year and is continuing to scale with a model designed to support strong producers.

• Meet with pre-qualified individuals who have already expressed interest through seminars and marketing
• Run structured discovery meetings and guide prospects through the decision process
• Present retirement income and planning strategies in a clear, practical way
• Convert new relationships into long-term clients and manage those relationships over time
• Lead educational seminars approximately every 3–5 weeks

• Consistent flow of qualified prospects — no cold calling or chasing referrals
• Focus on closing and relationship-building
  , not prospecting
• Proven seminar and marketing system already in place
• Opportunity to build a book with strong long-term earning potential
• Growing firm with expansion plans and leadership that has scaled this model before

• Experience in a client-facing financial advisor or wealth management role with responsibility for bringing in new client relationships
• Comfortable leading in-person meetings and guiding financial decisions
• Strong communicator who can simplify complex topics for clients
• Series 65 or 66 (Life & Health required)
• Clean compliance history
• Base salary + uncapped production structure
• Realistic first-year earnings: $180K–$250K+ based on performance
• 401(k) with employer match
• Health insurance (50% of employee premium covered)
• Paid time off
• Office closed between Christmas and New Year’s

If a large portion of your time is spent generating your own opportunities, this role is structured differently. Advisors here are supported by a consistent flow of qualified prospects, allowing them to focus on client conversations and closing. Apply today, and let's talk!