Senior Financial Advisor - Retirement Income Specialist

Role Summary On behalf of our client - an established, fast-growing retirement-focused wealth management firm based in Ellicott City, MD - The Well is seeking an experienced Senior Financial Advisor to join a high-performing, team-based advisory practice. This is a full-time, on-site role designed for a seasoned closer who thrives in a structured, process-driven environment and is passionate about helping pre-retirees and retirees achieve financial security. The firm has built one of the most robust inbound lead generation engines in the Baltimore metro area, generating 20-40 qualified leads per week through TV, radio, seminars, and webinars. You will not be cold-calling or chasing leads - you will be closing. Core Responsibilities Conduct closing appointments with pre-qualified, inbound prospects generated through the firm's multi-channel marketing platformPresent and recommend retirement income solutions including AUM strategies, fixed index annuities, fixed annuities, MYGAs, life insurance, and long-term care productsAttend and actively participate in client seminars, educational workshops, and community eventsFollow the firm's standardized, process-driven advisory model to ensure a consistent, high-quality client experienceWork within the firm's diamond team model alongside junior advisors and paraplannersServe a client base primarily aged 55-75 who are retired or approaching retirementLeverage Schwab's ETF platform and collaborate with third-party money managers for AUM allocationsParticipate in ongoing training and development with the firm's dedicated sales coachesCollaborate with junior advisors and support staff to deliver seamless client serviceContribute to the continued growth of the practice as the firm expands across the East Coast Candidate Profile Must-Haves 5-10+ years of financial advisory experience, with a focus on retirement income planningDemonstrated track record of sales production and the ability to closeHands-on experience with AUM-based solutions and fixed index annuitiesActive Series 65 licenseActive life and health licenseStrong consultative sales and closing skillsCommitment to working fully on-site in Ellicott City, MDWillingness to follow and operate within a standardized, team-based advisory processStable employment history with a track record of staying with firms long-termAbility to be fully productive within six months of joining Nice-to-Haves CFP designation (the firm encourages this and allows up to three years to obtain it)Familiarity with Schwab, Vanguard, or T. Rowe Price custodial platformsExperience with Medicare, property and casualty, or long-term care productsBackground working in a team-based or pod advisory modelPrior experience at a wirehouse or large RIA firm Compensation And Benefits Base salary range: $90,000 - $150,000 depending on experience and production historyProduction-based bonus and commission on top of base salaryCompensation adjusts upward as production exceeds baseAdvisors at this firm reportedly earn $300,000+ by year two; top performers earn $1,000,000+ annuallyW2 employment structureRelocation assistance available for the right candidateOngoing training with dedicated sales and training coaches Work Environment and Culture This is a collaborative, team-oriented practice with approximately 20 professionals working together in a well-established office environment. The firm operates a structured diamond team model, pairing senior advisors with junior advisors and paraplanners to maximize efficiency and client outcomes. The culture is fast-growing, process-driven, and results-oriented - the firm has grown significantly over the past five years and continues to expand. Leadership invests heavily in marketing, lead generation, and team development, creating an environment where advisors can focus on what they do best: serving clients and closing business. All team members work on-site, fostering a close-knit, high-energy culture built on accountability and shared success.