About Us:

At Kingsbury Financial Advisors, we help individuals reach their financial goals through thoughtful, personalized strategies and clear guidance. Our team operates in a collaborative, forward-thinking environment where smart work is valued, wins are celebrated, and everyone has a voice.

We take pride in doing meaningful work and building lasting relationships that truly impact our clients’ financial lives.

If you’re excited to be part of a driven, supportive team that values results, integrity, and growth, we’d love to hear from you.

Responsibilities:

Build and grow your book of business with a focus on new client acquisition and retention with support from our Senior Advisors
Conduct comprehensive financial planning sessions and recommend tailored solutions
Foster long-term relationships with clients and provide ongoing support
Utilize company-provided leads, tools, and resources to drive business growth

Education and Qualifications:

Bachelor’s degree in Business or a related field or a minimum of two years of experience in financial services.
License and Certifications (Preferred): CFP, CFA, 2-14, or Series 65
Reliable transportation and ability to work on-site Monday to Friday
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Entrepreneurial mindset with a passion for helping others achieve their financial goals.
Must be a US citizen

Benefits:

Advisor Compensation Options: W-2 position with a $30,000 base salary plus uncapped commission, or a 1099 independent contractor role offering 100% commission
First year earning potential reaching up to $100,000 or more
Extensive one-on-one training and support with personalized financial guidance through comprehensive investment strategies tailored to client needs
Access to company-provided leads and cutting-edge financial planning tools.
Supportive and collaborative team culture.
Receive up-to-date knowledge of financial products, services, and regulations.
Flexible time off
Ongoing opportunities for professional growth and development.
Optional Insurance Resources available for employees who wish to pursue external coverage independently.

How to Apply:

If you think this sounds like the right career path for you, we welcome you to apply. Please include a resume and a short, customized cover letter in PDF format through the job board or send to contactus@kingsburyfa.com

Pay: $30,000.00 - $100,000.00 per year

Benefits:

Paid time off
Paid training

Work Location: In person

Kingsbury Financial Advisors

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