Senior Advisor

Position Title: Senior Advisor We are seeking an experienced Senior Advisor to serve as a client-facing retirement planning advisor and help establish a growing financial services firm’s presence in the Warwick/Cranston, Rhode Island area. This role will independently lead client meetings, present comprehensive retirement strategies, conduct educational seminars and workshops, follow up with firm-generated prospects, and guide clients through decisions involving income, investments, taxes, Medicare, and estate planning. Unlike traditional advisor roles that require constant prospecting, this position is backed by significant firm-generated lead flow, paid seminars, marketing support, a dedicated paraplanner, and outsourced investment management. The advisor can focus their energy where it matters most: building trust, presenting solutions, and converting opportunities into lasting client relationships. The ideal candidate is an experienced, highly organized, and persuasive financial professional who can confidently own client relationships, command a meeting, and thrive in a fast-moving environment. They must be comfortable speaking in front of groups, disciplined about follow-through, and eager to learn an established retirement planning process. Salary Range: $85,000 - $120,000 / Year DOE Responsibilities Lead client-facing retirement planning meetings independently, build trust, explain recommendations, and guide prospective clients through the decision-making processPresent comprehensive retirement strategies covering income planning, investments, taxes, Medicare and estate planningServe as a presenter at live educational workshops and seminars, using firm-provided presentations, materials and processesFollow up consistently with seminar attendees, prospective clients, and registered guests through phone and email communicationMaintain accurate CRM activity, manage follow-up tasks, and ensure prospective client opportunities remain organized and moving forwardPartner closely with a dedicated paraplanner and broader support team, allowing you to remain focused on client relationships, presentations and business developmentTake ownership of client service and production goals while serving as a trusted, accountable presence within the growing office Requirements Approximately 4–5 years of financial services or retirement planning experience, including at least 2 years independently managing client communications and relationshipsActive Series 65 or Series 66 licenseProven ability to independently lead client meetings, explain financial recommendations, and confidently guide conversations toward a decisionStrong understanding of retirement planning beyond individual insurance or investment productsComfortable speaking to groups and willing to develop into a strong seminar presenter through coaching and practiceArticulate, dynamic and persuasive communication style, with the ability to quickly establish credibility and trustHighly organized, responsive and disciplined with CRM management, prospect follow-up and competing prioritiesAbility to work 100% onsite in the Warwick/Cranston, Rhode Island area and travel locally to assigned seminar locationsCoachable, accountable, and willing to learn and consistently execute an established planning and presentation processExperience with MassMutual, New York Life, an RIA, or a similar financial planning environment is a plus Benefits Medical insurance contribution401(k) plan with a company matchApproximately 2–3 weeks of PTO, based on experienceFirm-generated leads and significant company-funded marketing supportDedicated paraplanner and administrative supportOutsourced investment management support, allowing advisors to remain focused on clientsPaid workshops and seminars with established presentation materials and processes If you are an experienced advisor who thrives in front of clients, takes ownership of every opportunity, and wants the support to focus on relationships rather than constant prospecting, apply today.