Our clients, growing wealth management firms are seeking talented professionals with high capacity to build a financial planning practice as an advisor.
Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), have access to a financial planning training program along with mentorship and infrastructure to build a practice.
This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the traditional employee role, this may not be the right role for you!
Key Responsibilities
- Develop and grow your personal book of business by actively prospecting and generating new client leads.
- Leverage existing professional, community, and personal networks to identify opportunities.
- Conduct discovery meetings to understand client goals and recommend tailored financial solutions.
- Deliver presentations and financial plans that may address: savings, investments, retirement, insurance, education, income/cash flow planning and other financial priorities
- Build long-term relationships through regular client contact and ongoing service.
- Participate in ongoing training, coaching, and professional development.
Qualifications
- Bachelor’s degree
- Strong communication, presentation, and interpersonal skills.
- Self-starter with high motivation, resilience, and the ability to work independently.
- Ability to obtain FINRA licensing (Series 7, 66, or equivalent) and applicable state insurance licenses.
- Passion for helping clients achieve financial goals and willingness to build a career from the ground up.
Skills & Competencies
- Entrepreneurial mindset with a strong work ethic.
- Natural ability to network and develop professional relationships.
- Goal-oriented and comfortable in a performance-driven environment.
- High level of integrity and professional presence.
- Strong organizational skills for managing a pipeline of prospects and clients.
Compensation & Benefits
- Performance-based compensation: unlimited earning potential tied directly to production.
- Access to training, mentorship, and professional licensing support.
Benefits package
- Clear career path with potential for leadership opportunities.
Job Type: Full-time
Pay: $60,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid training
Application Question(s):
- Bachelor's degree required.
Work Location: In person
