Financial Advisor | 4-6 Qualified Prospects Weekly | No Cold Prospecting

Advisors in this role meet with 4–6 pre-qualified retirement prospects each week through a consistent seminar and marketing engine. This is built for advisors who want to spend their time in real client conversations and closing business — not trying to create their own pipeline. The firm added ~$44M in new AUM last year and is continuing to scale with a model designed to support strong producers. What This Role Looks Like: Meet with pre-qualified individuals who have already expressed interest through seminars and marketing Run structured discovery meetings and guide prospects through the decision process Present retirement income and planning strategies in a clear, practical way Convert new relationships into long-term clients and manage those relationships over time Lead educational seminars approximately every 3–5 weeks Why Advisors Are Drawn to This Model: Consistent flow of qualified prospects — no cold calling or chasing referrals Focus on closing and relationship-building , not prospecting Proven seminar and marketing system already in place Opportunity to build a book with strong long-term earning potential Growing firm with expansion plans and leadership that has scaled this model before Ideal Background: Experience in a client-facing financial advisor or wealth management role with responsibility for bringing in new client relationships Comfortable leading in-person meetings and guiding financial decisions Strong communicator who can simplify complex topics for clients Series 65 or 66 (Life & Health required) Clean compliance history Base salary + uncapped production structure Realistic first-year earnings: $180K–$250K+ based on performance 401(k) with employer match Health insurance (50% of employee premium covered) Paid time off Office closed between Christmas and New Year’s If You’re Considering a Change: If a large portion of your time is spent generating your own opportunities, this role is structured differently. Advisors here are supported by a consistent flow of qualified prospects, allowing them to focus on client conversations and closing. Apply today, and let's talk! #J-18808-Ljbffr RecruitVine