Step Into Leadership – Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we’re building something different — an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We’re not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that’s truly yours. What You’ll Gain :
- A leadership track designed for professionals ready to grow a team or scale a firm
- Access to competitive products and advanced planning tools
- Mentorship from seasoned industry leaders and a high-performance peer network
- Marketing and training allowances , back-office support, and business-building resources
- Flexible, remote-first structure — you're in control of your time and growth
- Performance-based compensation , residuals, and incentive bonuses
- Comprehensive benefits : health, dental, vision, 401(k), pension, and life insurance
- Sponsorship for licensing, if needed (Series 6 / 7, 65 / 66, Life / Health) You’re a fit if you :
- Have experience in financial services, insurance, or investment advising
- Possess a strong personal / professional network
- Are hungry for autonomy, ownership, and long-term growth
- Want to lead, mentor, and make an impact beyond personal production
- Are authorized to work in the U.S. If you’ve been looking for a place to grow, lead, and build your business , not just someone else’s — this may be the opportunity you've been waiting for. Compensation- Top 1% industry compensation potential. Commission-based with performance bonuses, leadership incentives, and upside potential on earnings. Responsibilities :
- Follow a leadership advancement track with career growth opportunities.
- Develop client relationships and provide tailored financial strategies.
- Leverage company-provided marketing tools and industry resources.
- Offer solutions in insurance, asset accumulation, and retirement planning. Qualifications :
- Must be authorized to work in the US.
- Demonstrated leadership or a proven track record of success.
- Excellent communication and relationship-building abilities.
- Highly motivated with a strong work ethic.
- Minimum 2+ years of experience in financial services, investment advising, or insurance
- Active licenses preferred :
- Life & Health Insurance License
- FINRA Series 6 / 7 and Series 65 or 66 (or willingness to obtain — sponsorship available)
- Demonstrated success in :
- Client acquisition and retention
- Financial planning or investment strategy development
- Building and maintaining a book of business
- Strong personal / professional network with business development capability
- Entrepreneurial mindset with a drive to build and lead a team or practice
- High-level communication, interpersonal, and consultative skills
- Self-motivated , disciplined, and goal-oriented
- Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software
- Committed to high ethical standards and client-first principles
- Must be authorized to work in the U.S. Compensation : $250,000 at plan earnings
Compensation : $250,000 per year