Financial Advisor | New England Market

About Us

We are dedicated to educating clients on their best options for achieving greater financial stability—today and throughout retirement. We specialize in helping clients generate more dependable income and enjoy more reliable growth through conservative, income-generating investment strategies. We believe the best client is a knowledgeable one, and we pride ourselves on delivering personalized, educational guidance every step of the way.

Position Summary

We are seeking a licensed Financial Advisor to join our Retirement Income Source SFG team. In this role, you will assist prospective clients in identifying financial gaps and developing tailored investment strategies. You will also educate clients on foundational investment principles, financial defense, interest rates, and strategic income planning.

Key Responsibilities

• Meet with pre-qualified prospective clients to assess financial needs and planning opportunities.
• Educate clients on foundational investment principles, financial defense, interest rates, and strategic income planning.
• Develop customized investment strategies focused on generating income through interest and dividends—what we call growing your money "the old-fashioned way."
• Collaborate with internal trading, administrative, and client service teams to streamline implementation and service delivery.
• Maintain ownership of your pipeline while leveraging extensive support in operations, case design, and service.

Skills and Qualifications

• Active Series 65 or Series 7 and 66 license required
• Life and Health Insurance License (or willingness to obtain)
• Strong interpersonal skills and a team-oriented mindset
• Excellent verbal and written communication skills
• Passion for educating clients and building long-term relationships
• Highly organized with the ability to manage multiple client needs simultaneously
• Driven, coachable, and committed to professional growth

What Sets Us Apart

• No Cold Calling – Advisors meet with qualified leads provided by our marketing department.
• Minimal Administrative Work – Paperwork and servicing are handled by support teams so you can focus on advising.
• Education-First Culture – Advisors are empowered to build long-term relationships based on trust, transparency, and knowledge.
• Mentorship & Collaboration – Receive 1-on-1 guidance from experienced leaders and work in a team-oriented environment.
• Growth Opportunities – Expand your book of business, explore leadership roles, and help open or manage future offices.

Compensation and Benefits

• Highest competitive commission-based compensation with $300K+ On-Target Earnings potential
• Company-paid health benefits
• Warm leads provided—eliminating the need for cold calling or self-prospecting
• Performance bonuses and career advancement opportunities
• Ongoing training and professional development
• Access to mentorship and senior leadership
• Robust operational and administrative support to maximize advisor efficiency
• Potential for equity or profit-sharing in leadership roles

Why Retirement Income Source SFG?

We believe peace of mind comes from understanding your financial options and working with a trusted advisor to make educated, informed decisions. By teaching and guiding clients every step of the way, we help clients avoid common retirement pitfalls such as inefficient asset allocation, tax inefficiencies, and lack of catastrophic health care planning.

Application Information

Ready to help others achieve greater financial stability while building your own career? Apply now to become part of Retirement Income Source SFG in Boston and other NE metro markets.

Equal Opportunity Employer

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules, and regulations. We are committed to employing and promoting qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability, or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications, and business needs.