Financial Advisor

A well-established, holistic financial planning firm with $650M+ in AUM is hiring multiple Advisors to support growth across key markets. This partnership-focused role offers the opportunity to work alongside seasoned advisors in a collaborative, client-first environment. Advisors benefit from a strong marketing engine and best-in-class technology-with no prospecting required. All leads are provided through highly successful workshops and webinar programs, attracting high-net-worth individuals and families. The firm delivers comprehensive services, including retirement income planning, advanced tax strategies, legacy and estate planning, insurance optimization, and investment and portfolio risk management.

Responsibilities :

Manage client relationships following the firm's philosophies, values, and Entrepreneurial Operating System (EOS)

Work closely with an assigned service advisor and centralized financial / tax planning teams

Convert 5-8 qualified first appointments weekly (provided by the firm) and onboard new clients

Leverage workshop / webinar content to engage prospects effectively

Identify business development opportunities and contribute ideas to enhance firm processes and client experience

Stay current on industry trends and continually adopt new tools and resources

Provide ongoing client service and maintain deep knowledge of client needs and situations

Requirements : Bachelor's degree

5+ years of Advisor experience (hybrid RIA experience preferred)

Series 65 and life / health insurance licenses required

CFP preferred; ChFC or CRPC also valued

Proficiency with Microsoft Office Suite, Salesforce, Riskalyze, Moneytree, Tax Clarity, RightCapital

Experience with fixed index annuity products

Strong communication, relationship-building, and closing skills; virtual selling experience required

Demonstrated career stability, adaptability, and commitment to professional growth

The compensation for this role includes a base salary projection between $100,000-125,000, along with commissions on AUM plus insurances business. Of note, the goal would be to ramp up and transition to commission-only in 15-18 months. In addition, this position offers health insurance and other benefits.