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Financial Advisor | Appointments Provided | Built for a Closer

$200k - $350k

Secure Money Advisors

You can close. Your firm just keeps you too busy prospecting to prove it. We built Secure Money Advisors on the opposite math: an education-first marketing engine — workshops, radio, television — that puts qualified retirement households on the calendar, so your week happens across the table from prospects, not behind a dialing screen. Now we're opening a King of Prussia office to serve greater Philadelphia, and we need one proven advisor to sit at the front of it: run the meetings, deliver the plan, ask for the business, and share in the revenue you create. What you'll do Meet warm, firm-generated prospects — pre-retirees and retirees who found us through workshops, radio, TV, and educational content, not through your personal network. Lead discovery across retirement income, investments, taxes, estate coordination, healthcare, and risk. Present integrated recommendations across advisory, income, annuity, and insurance solutions — including fixed index annuities where they fit the plan — and close the right business. Own the client relationship through implementation and beyond, while planning, case preparation, paperwork, and service teams carry the load behind you. What you get Not commission-only: a base salary plus a meaningful percentage of the revenue you generate. Expected first-year total compensation: $200,000–$350,000+ A calendar built by the firm's marketing engine, so your time goes to advising and closing instead of cold outreach. The lead-advisor seat in a new metro-Philadelphia office, backed by an established retirement-planning firm, its process, and its support team. A platform spanning advisory, retirement-income, annuity, and insurance solutions — more ways to solve the whole problem for every household you sit with. Who this is for You've personally closed complex retirement-planning or wealth-management business, and you can prove it — funded relationships, real conversion, your name on the close. You run a plan-first, fiduciary-minded process, and you're comfortable recommending a fixed index annuity when it's genuinely right for the client. And you'd rather have a firm fill your calendar than chase maximum payout on a book you have to build alone. Who it is not for Fee-only purists. Educators who never ask for the business. Advisors who need remote work or an inherited book to succeed. What you need An active Series 65/66 (or a CFP, CPA, or CFA designation). An active life insurance license. The ability to work full-time, in person, from our King of Prussia office. If you're the closer we just described, we'd like to meet you — and we're prepared to build the economics around you. #J-18808-Ljbffr Secure Money Advisors

Vacancy posted 2 days ago
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