Chief Income Planning Advisor

Secure Money Advisors is expanding and seeking an experienced Chief Income Planning Advisor to join our advisory team in King of Prussia.

This role is designed for accomplished advisors who want to focus on what they do best: meeting with qualified clients, delivering strategic financial advice, and closing new business.

Unlike many advisory roles, Secure Money Advisors provides a consistent flow of warm, pre-qualified high-net-worth client opportunities. Advisors are not expected to prospect, cold call, or rely on their personal networks to generate business.

Our firm also provides a strong internal support structure. Junior team members assist with modeling, preparation, account servicing, and administrative responsibilities so you can focus on client strategy and relationship management.

What This Role Offers

• Warm, qualified client opportunities provided by the firm
• No cold calling or reliance on personal networks
• Dedicated support staff handling administrative and operational work
• Integrated financial planning platform including investments, annuities, estate, and tax strategy
• Opportunity to manage and grow relationships with high-net-worth clients
• Collaborative team environment with mentorship and professional development

Key Responsibilities

Client Relationship Management

• Serve as lead advisor for high-net-worth individuals and families
• Understand client goals and implement customized strategies including AUM portfolios, annuity income strategies, and coordinated estate and tax planning
• Deliver exceptional client experiences that foster long-term relationships

Client Strategy & Execution

• Conduct client meetings and present tailored financial strategies
• Guide the development of financial plans and portfolio models prepared by support staff
• Ensure client recommendations align with financial objectives and risk tolerance
• Oversee preparation of client review materials and prospective client presentations

Team Leadership

• Mentor junior advisors and support staff
• Bring developing team members into client meetings to support their growth
• Contribute to a collaborative culture focused on delivering excellent client outcomes

Risk Management & Compliance

• Maintain strict adherence to compliance standards and documentation requirements
• Exercise sound fiduciary judgment when advising clients
• Oversee timely completion of client service and account maintenance tasks

Qualifications

• Bachelor’s degree required
• 8+ years of wealth management, financial advisory, or investment advisory experience
• Experience working with annuity strategies and/or AUM portfolios
• Maryland Life, Accident & Health Producer License
• FINRA Series 65
• Strong client-facing and relationship management skills
• Experience working with high-net-worth clients preferred

Preferred Credentials:

CFP®, CFA, or MBA

Compensation & Transition Support

We recognize that experienced advisors should not have to start from scratch when joining a new firm. Advisors joining SMA are offered a contractual draw based on production with their previous firm, providing stable income during the transition period until commissions replace the draw. A medical coverage stipend is also included.

Unlike many firms, there are no rigid production quotas or minimum annual sales targets. Advisors are empowered to focus on delivering great advice and growing client relationships with the firm’s lead flow and support.

If this sounds like the right fit for you, let's have a conversation.