Job Description
Job Description
Licensed Financial Advisor
As a Licensed Financial Advisor, you will act as a trusted guide for individuals and families as they navigate life’s most significant financial decisions. From saving for education and purchasing a first home to planning for retirement and building lasting generational wealth, you’ll help clients achieve clarity, confidence, and long-term security. Backed by comprehensive training, personalized mentorship, and ongoing support, you’ll be empowered to build a thriving practice while making a meaningful impact in the lives of those you serve.
What We Provide
- Seamless transition support for experienced Financial Advisors
- A tailored onboarding experience with dedicated, hands-on mentorship
- A collaborative, team-driven culture committed to shared success
- Access to advanced financial planning tools and a wide range of industry-leading products
- A clear and flexible career path with transparent advancement opportunities
Who You Are
- Enterprising, motivated, and self-directed
- Passionate about helping others achieve financial clarity and confidence
- Guided by integrity, empathy, and a strong sense of responsibility
- Committed to continuous learning, growth, and professional development
Compensation
- A competitive compensation structure including commissions, performance bonuses, and renewal income
- Full ownership of client relationships and your book of business
- The flexibility to design your schedule and build the lifestyle you want
Benefits
- Comprehensive health benefits, including medical, dental, vision, life, and disability coverage
- 401(k) with employer match and access to a Health Savings Account (HSA)
- Licensing support, sponsorship, and ongoing professional education
- Recognition programs, incentive travel, and robust career development opportunities
- Access to in-house financial planning resources and specialized advisory teams
Compensation:
$70,000 - $150,000
Responsibilities:
- Provide personalized financial planning solutions to support clients in achieving both their short-term and long-term goals.
- Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
- Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
Qualifications:
- Authorized to work in the United States.
- No need for visa sponsorship.
- Must be a local candidate.
- Licensure to Start: Life & Health, SIE, and 66.
- Prior sales experience and/or bachelor's degree.
About Company
We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.
Why Join Us?
- Play a key role in delivering tailored, high-quality financial planning
- Make a direct impact in a boutique, client-centered environment
- Collaborate with experienced advisors and expand your industry expertise
- Thrive in a firm that values professionalism, precision, and lasting client relationships
- Access ongoing professional development and meaningful career advancement opportunities