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Financial Advisor

$55k - $200k

Caliber Wealth Management

Caliber Wealth Management Advisor – Investment Consultant Base Salary Range: $55,000 – $200,000 per year. Caliber’s culture blends genuine care, teamwork, and meaningful connections between teammates into a vibrant and supportive work environment. We celebrate resilience and collaboration, support each other during challenging times, and cultivate a powerful work environment that prioritizes personal well‑being, career vision, and work‑life balance. Compensation & Benefits Base Salary: $55,000 – $200,000 per year (minimum base of $55,000 up to 2 years) Commission: 30% of gross production after 2 years or when 30% of production surpasses base salary PTO: 10 days Company Holidays: 10 Sick Days: 5 days Medical Credit: $300/month (for employees enrolled in group health plan) 401(k) Match: 100% up to 4% of salary (after 90 days) Marketing Allowance: $2,500/year (subject to approval by Director of Advisor Team) Work‑From‑Home: 4 days per month Other: company‑paid office, tech, E&O, licensing, approved continuing education, client service management and general admin support, etc. Regular Responsibilities Career mapping, goal setting, and plan making with Director of Advisor Team 1:1 Leadership Development Meetings (2 x/mo: Teaching, Encouragement, Accountability) Consistently track and report production performance metrics Retain historical records by using a centralized filing and retrieval system Cultivate and establish several networks related to you Communicate production activity, results, changes, and hurdles at regular intervals to keep company informed Recurring Meetings for Production Manager Weekly Caliber Team Meeting Bi‑weekly 1:1 with Director of Advisor Team 1 x month Advisor Team meeting Quarterly Company Meeting Qualifications & Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr

Vacancy posted 2 days ago
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