Financial Advisor

Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what you do best: meeting with clients, analyzing their situation, and delivering thoughtful, high-level advice? We are a growing, retirement-focused financial firm looking for a licensed advisor to step into an established client base and provide exceptional service, planning, and guidance to our clients. What We Will Do For You Provide you with an existing client base—no need to build from scratch Eliminate the need for cold prospecting Offer a steady flow of client meetings and engagement opportunities Provide a clear compensation structure that rewards both client service and growth through referrals Give you the support of a full team (marketing, operations, leadership) Provide systems, processes, and tools to help you succeed Allow you to focus on advice, relationships, and long-term planning Compensation $90,000 – $110,000 base salary (depending on experience and qualifications) plus commission401(k) matching What You Will Do For Us Proactively reach out to clients and schedule meetings (phone, Zoom, in-person) Conduct in-depth financial reviews to fully understand each client’s situation Identify gaps, risks, and opportunities within their retirement plan Deliver clear, thoughtful recommendations aligned with client goals Educate clients on strategies related to retirement income, risk, and planning Build strong relationships that lead to long-term trust and retention Maintain accurate notes and follow-up within our CRM Referral Expectations (Core Part of the Role) Consistently ask for referrals as part of your client meetings and ongoing relationships Identify opportunities to expand relationships within existing households Treat referral generation as a primary responsibility, not a secondary activity Contribute directly to firm growth through client introductions Be compensated for successful referrals and relationship expansion (We have a structured and proven referral program in place that makes generating referrals natural and easy) What You Bring Active licensing required: Series 7 and 66, OR Series 65, OR otherwise qualified to act in a fiduciary capacity as an Investment Advisor Representative (IAR) Strong understanding of retirement planning and investment fundamentals Confidence in leading client conversations and presenting recommendations Ability to analyze financial situations and translate into actionable advice A client-first mindset with a high level of professionalism Strong communication and relationship-building skills Who This Role Is Perfect For Advisors who enjoy servicing and advising, not cold prospecting Advisors who want to work with existing clients rather than build from zero Advisors who are comfortable being proactive about referrals Advisors who want to grow their income by deepening relationships Advisors who value stability, structure, and support Company Description If you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team! Company Description If you’d enjoy working in a fast-paced yet supportive environment at a small privately owned firm, we’d love to talk to you about joining our team! #J-18808-Ljbffr