Private Wealth Advisor

Financial Advisor with Sandy Morris Financial In-Office Position How to Apply If you’re a personable, motivated advisor ready to grow with a high-performance firm that values your expertise and supports your success, we’d love to hear from you. Apply directly through LinkedIn or send your resume and brief introduction to Jessica Quaid at View email address on click.appcast.io . About Us At Sandy Morris Financial, we specialize in helping clients build confident, well-structured retirement strategies through comprehensive financial planning, personalized investment management, and thoughtful guidance. Our culture is collaborative, high-energy, and client-centered — we take pride in delivering excellence while maintaining a supportive and engaging team environment. About the Role We’re looking for a licensed Financial Advisor who is a confident closer, personable communicator, and natural relationship-builder. This position is ideal for an advisor who thrives in client meetings, can take qualified leads through a consultative process, and enjoys helping people make smart, informed financial decisions. This is not a prospecting or cold-calling role — we provide qualified leads and established client relationships for you to meet with, advise, and close. What You’ll Do Meet with new and existing clients to present comprehensive retirement and investment strategies. Guide clients through financial planning, annuity discussions, and AUM opportunities. Use a consultative, education-first approach to help clients understand their options and feel confident in their decisions. Collaborate with our planning, operations, and client service teams to deliver a seamless client experience. Maintain and grow your assigned book of business with ongoing communication and follow-up. Stay current on financial products, market trends, and industry best practices. Participate in firm meetings, training, and ongoing development to strengthen your skill set. What We’re Looking For Licensed professional: Active Series 65 and 2-15 (Life, Health & Variable Annuities) required. Proven closer: Demonstrated success in guiding clients through to confident financial decisions. Knowledgeable: Strong understanding of annuities, IULs (Indexed Universal Life), and AUM management. Personable: Charismatic, articulate, and comfortable leading client conversations in person and over Zoom. Team player: Coachable, growth-minded, and willing to learn the Sandy Morris Financial process. Experienced but not overextended: Ideally 5–15 years of experience in financial advising or related roles. Driven to grow: Excited to be part of a dynamic, expanding firm with strong leadership and abundant client opportunities. Why Join Us Warm leads provided– 6-8 per week, no prospecting or cold calling. Supportive team structure– you focus on clients, while our operations and service teams handle the rest. Proven process and training– we’ll teach you our systems for success. Opportunities for advancement as the firm continues to grow. Professional, modern office environment with a collaborative culture. Compensation Competitive compensation package with base pay and performance-based incentives commensurate with experience and results. Details will be discussed during the interview process. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr