Experienced Financial Advisor

About the role

We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development.

You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.

This role is best suited for someone who is confident, relational, and motivated by the chance to keep growing without having to do it all alone.

Client Planning & Advice

• Deliver holistic financial planning tailored to each client’s goals, needs, and stage of life
• Provide guidance across retirement planning, protection strategies, investments, and broader wealth management needs
• Deepen client relationships through proactive communication and ongoing service
• Identify opportunities to expand share of wallet while improving client outcomes

Practice Growth

• Continue building and growing your practice through referrals, centers of influence, and strategic networking
• Leverage the firm’s planning, operational, and leadership support to create scale
• Collaborate with internal specialists and support teams to elevate the client experience

Leadership & Influence

• Contribute to a high-performance, team-first culture while maintaining your own momentum
• Share best practices and help model what excellent client service and business development look like in practice

Requirements

Experience as a financial advisor, wealth advisor, planner, or producer in financial services

Demonstrated success in client acquisition, retention, and relationship management

Strong understanding of holistic financial planning, wealth management, or protection-based strategy

Licensing and registrations appropriate for the role and market

A proactive, persuasive, and relationship-driven approach to growth

Qualifications

Proven ability to build and maintain strong client relationships

Effective communication skills and a collaborative mindset

Passion for providing comprehensive financial planning and advice

Skills

Strong analytical and problem-solving skills

Excellent interpersonal and communication skills

Ability to manage multiple tasks and prioritize effectively

Strong organizational and time management skills

Benefits

Competitive compensation package

Opportunities for professional development and advancement

Flexible work schedule and remote work options

Comprehensive benefits package including health insurance, retirement plans, and paid time off

Pay

Salary range based on experience and qualifications

Schedule

Full-time position