Financial Advisor

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable cultivating client relationships and growing a business.

• Deliver comprehensive wealth management and financial planning with a client-first mindset to an existing book of clients.
• Build and deepen long-term client relationships rooted in trust, education, and real human connection.
• Leverage the firm’s full support ecosystem — planning, trading, operations, marketing, compliance — to scale your practice.
• Collaborate with peers who value integrity, growth, and the simple principle that relationships matter.
• Shape the future of your practice with clear pathways for equity, continuity, and succession planning.

• 5+ years of industry experience
• Active Series 7, 66 (or 63 and 65), and insurance license preferred
• Strong understanding of financial sales and planning and investment business

• 1099 structure with cell phone and healthcare stipend
• Competitive payout on revenue

If you are interested in joining a top-performing, team-based organization, please give me a call or send over your resume to tani for a confidential conversation.