Senior Financial Advisor

Job Description

Senior Financial Advisor | $90,000 - $150,000 base + production bonus

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About the Company

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This firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.

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About the Role

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We're placing a Senior Financial Advisor with an established, fast-growing retirement-focused wealth management firm in Ellicott City, MD - and this one is different. If you're a proven closer who wants to focus on serving clients and building wealth - not hunting for prospects - this is the role.

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Responsibilities

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• Close retirement income planning appointments with pre-qualified prospects
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• Present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
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• Participate in seminars and educational workshops
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• Follow a proven, standardized advisory process that drives consistent results
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• Work alongside a collaborative team of junior advisors, paraplanners, and support staff
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Qualifications

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• 5-10+ years of financial advisory experience focused on retirement income
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• Active Series 65 and life and health licenses
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• A track record of closing and a history of stable, long-term employment
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• Willingness to work fully on-site in Ellicott City, MD
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• A team-first mindset and commitment to following a proven process
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Required Skills

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• Retirement income specialist experience
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• Ability to close retirement income planning appointments with pre-qualified prospects
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• Ability to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
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• Ability to participate in seminars and educational workshops
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• Ability to follow a proven, standardized advisory process that drives consistent results
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• Ability to work alongside a collaborative team of junior advisors, paraplanners, and support staff
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Preferred Skills

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• Experience working within a structured diamond team model
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• Experience working with a multi-channel lead engine: TV, radio, seminars, webinars
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Pay range and compensation package

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• $90,000 - $150,000 base + production bonus
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• Exptected earnings $300,000+ by year two
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• W2 employment, generous base, and uncapped production compensation
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• Relocation assistance available
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Series 7, 6, or 63 are not required - this firm does not do stocks, bonds, or mutual funds. A book of business is not required to bring - leads are provided. The opportunity includes 20-40 inbound, pre-qualified leads per week with no cold calling and no prospecting, supported by a multi-channel lead engine: TV, radio, seminars, webinars, and a structured diamond team model where you close and your team supports.

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