Market Leader

About the role

This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Responsibilities

• Build and lead a team of experienced financial advisors looking to elevate their practices
• Continue your own client work
• Recruit and mentor fellow advisors
• Foster a high‑performance culture
• Help shape the future growth of the firm
• Leverage the support, infrastructure, and brand strength of a firm with over 175 years of history while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high‑performing teams
• Business‑driven mindset with a long‑term vision for growth
• Must be authorized to work in the United States

Benefits

• Top‑tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long‑term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support