Licensed Financial Advisor

What You'll Do

• Build and maintain long-term relationships with individuals, families, and business owners.
• Develop personalized financial plans tailored to each client's goals and objectives.
• Provide guidance on retirement planning, investments, wealth accumulation, insurance, and risk management.
• Grow your client base through networking, referrals, community involvement, and business development.
• Utilize advanced financial planning technology and practice management tools to deliver an exceptional client experience.
• Participate in ongoing training, mentorship, and professional development to enhance your expertise.
• Collaborate with specialists in investments, estate planning, and trust services to deliver comprehensive financial solutions.

What We Offer

• The freedom to build and own your business while maintaining your client relationships
• An independent, non-captive model focused on serving clients' best interests
• Access to more than 50 insurance carriers and a broad range of investment and financial products
• Dedicated local operational, administrative, and client service support
• Comprehensive onboarding, licensing assistance, and ongoing professional development
• Mentorship from a network of more than 100 experienced financial advisors
• Industry-leading financial planning software and practice management technology
• Strategic relationships with leading financial institutions and business partners
• Concierge-level support that allows you to focus on serving clients and growing your practice
• Opportunities to establish or expand your own DBA or advisory team
• Competitive performance-based compensation with multiple revenue streams, incentives, and bonus opportunities

Preferred Qualifications

• Prior financial advisor or financial services experience
• Strong understanding of financial planning, investment strategies, and risk management
• Sales experience and/or bachelor's degree
• Currently licensed advisors
• Individuals transitioning from another firm or entering the industry with strong professional experience

Compensation

Performance/commission-based with a $40,000 annual financing subsidy and upside commission potential. Performance-based income with upside earning opportunities. $70,000 - $150,000.