Financial Advisor

Role Overview: An experienced Financial Advisor transitioning into an independent business-owner role, inheriting a strong local brand and advanced financial modeling tools. Key Responsibilities: Provide macroeconomic financial planning and wealth management advice to individuals, families, and businesses; analyze complex client situations to develop customized asset protection, retirement, and estate plans; expand regional client networks through CPA alliances and marketing; deliver high-touch relationship management for client retention. Qualifications & Skills: Active FINRA Series 7, 66 (or Series 6, 63/65), and State Life & Health licenses; 3+ years of experience as a producing Financial Advisor with a clean regulatory record; entrepreneurial, relationship-focused mindset. Additional Benefits: Transition financing, competitive commissions, shared office space, administrative support, and pathways for book acquisition and succession planning. Compensation ranges from $100,000 to over $250,000 annually, based on performance.