Job Overview
Base Pay + Commission + Benefits | In-Office Role
Build a Real Career in Financial Planning, Not Just Another Commission Job
If you’re a licensed Financial Advisor who’s tired of being left on your own to “figure it out,” this is your opportunity to join a team that actually invests in your success.
We’re looking for a motivated, coachable advisor who has experience with life insurance, annuities, and a strong interest in financial planning, and is ready to grow into a well-rounded, client-focused advisor within a structured, team-driven environment.
What Makes This Opportunity Different
Most firms offer one of two things:
- A salary with limited upside
- Or 100% commission with no support
We offer both stability and growth:
- Competitive base pay + uncapped commission
- Full benefits package
- In-office team environment
- Hands-on mentorship and training
- Exposure to comprehensive financial planning strategies
- Clear path to higher earnings and long-term career growth
What You’ll Be Doing
- Meet with clients to develop and implement financial plans and strategies
- Recommend solutions across life insurance, annuities, and retirement planning
- Build and maintain long-term client relationships
- Work closely with a high-performing team in a collaborative office environment
- Continue developing your planning and advisory skills through ongoing coaching
- Contribute to a positive, driven, team-first culture
What We’re Looking For
- Active Life & Health license (required)
- 2+ years of experience in financial services and/or insurance
- Experience with life insurance and/or annuities
- Demonstrated interest in financial planning and holistic client advice
- Strong communication skills and professional presence
- Highly motivated, competitive, and coachable
- Looking for a long-term career in financial planning
- Must be willing to work in-office full-time
Who This Is Perfect For
- Advisors coming from firms like Northwestern Mutual, New York Life, MassMutual, Equitable, etc.
- Someone who has proven they can sell—but wants to evolve into a true financial planner
- A driven individual who wants to be part of a team, not operate on an island
Compensation & Benefits
- Base pay + uncapped commission
- Performance-based bonuses
- Annual Sales Incentive Trips
- Health Insurance Plans and Supplemental dental and vision plans
- Retirement savings plan
- Ongoing training and professional development
Final Thought
This is not a “plug-and-play” advisor role. We are building a team of professionals who want to grow into well-rounded financial advisors, deliver real value to clients, and succeed together.
If you’re ready to take the next step toward a meaningful career in financial planning, apply now.
Equal Opportunity Employer
Pay: $50,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- Financial services: 2 years (Preferred)
- Insurance sales: 2 years (Required)
License/Certification:
- Life & Health Insurance License (Required)
Work Location: In person
