Financial Advisor

Position Title: Financial Advisor A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships. The ideal candidate has 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting. Salary Range: $65,000 - $75,000 / annually, DOE Responsibilities Meet with pre-qualified prospective clients to understand their financial goals, retirement plans, assets, and concernsConduct comprehensive discovery meetings and identify retirement, investment, estate, tax, and insurance planning opportunitiesDevelop and present customized financial strategies based on each client's individual goals and circumstancesEducate clients on recommended financial solutions and confidently guide them through the decision-making processConvert qualified opportunities into new client relationships while maintaining a consultative, client-first approachBuild and maintain strong long-term relationships with clients while partnering with internal planning, service, and operations teamsMaintain compliance with applicable regulatory requirements and stay current on financial products, planning strategies, and industry trends Requirements 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services roleActive Series 65 or Series 66 license requiredStrong track record of presenting financial recommendations and closing new businessExcellent communication, presentation, relationship-building, and consultative sales skillsComfortable using CRM platforms and financial planning softwareAbility to work effectively in a hybrid environment and conduct client meetings in the officeBachelor's degree preferredCFP designation and experience with holistic or education-based financial planning preferred Benefits Medical, dental, and vision insurance401(k) with company matchPaid time off and paid holidaysUncapped commission and significant long-term earning potentialPre-qualified client appointments supported by an established lead-generation platformMarketing, planning, service, and operational supportQuarterly employee events and professional development opportunitiesCareer growth and advancement opportunities If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed.