Financial Advisor | New England Market

About the role

You became a financial advisor to help people change their financial future—not to spend your days cold calling, chasing prospects, handling paperwork, or wondering where your next client will come from. If you’ve been in the industry for 2 to 5 years, you’ve probably realized: you’re great with clients, they trust you, they refer you, and they value your advice. However, much of your time is spent on prospecting, marketing, and non-revenue-generating tasks.

At Retirement Income Source, SFG, we’ve built a business that allows advisors to focus on what creates value: meeting with qualified prospects, building relationships, closing business, and helping people retire with confidence. We provide:

• Warm, pre-qualified appointments placed directly on your calendar
• Marketing systems designed to generate qualified prospects
• A dedicated appointment setter
• Administrative, operational, trading, and client service support
• Experienced coaches and mentors with decades of real-world success
• A repeatable process designed to help advisors grow

Your job becomes simple: meet people, build trust, change lives, and repeat.

Responsibilities

• Meet with qualified prospects and build relationships
• Close business and help clients retire with confidence
• Leverage provided systems and support to focus on client-facing activities

Requirements

• 2–5 years of experience as a Financial Advisor
• Active Series 65 license
• Life & Health Insurance License
• Proven ability to build relationships and close business
• Strong communication and interpersonal skills
• Coachable mindset and desire to grow

Benefits

• Salary plus commission-based compensation
• Significant earning potential based on performance
• Warm, pre-qualified appointments—no cold calling or self-prospecting
• Company-paid health benefits
• Direct mentorship from experienced industry leaders
• Full operational, administrative, trading, and client service support
• Established processes, technology, and infrastructure built to help you grow

About the company

At Retirement Income Source, SFG, we help clients approaching or in retirement make informed financial decisions through education-driven financial planning and an established seven-step process. Our advisors are at the center of this work, supported by teams, technology, and infrastructure designed to keep them focused on their clients.

We’re looking for advisors who have already built a strong foundation, know they’re capable of more, and are willing to learn a better way to grow. If you’re coachable, driven, and genuinely enjoy helping people, we’ll provide the systems, support, and mentorship to help you reach your potential.