Investment Advisor

$1,153.84 per week

PrideStaff Financial

Lansing, MI

Investment Advisor (Wealth Management)

Location: Central Palm Beach County, FL (Flexible branch rotation / Hybrid)

Partnership: In coordination with Cetera Financial Group & BAR Financial

Compensation: Commission-Based with Salary Base

Months 1–9 (Ramp-up): $1,153.84 weekly base ($60,000 annualized rate) to support you while building your book.

Month 10+: Shifts to $950.76 weekly base ($49,440 annualized) plus monthly uncapped commissions on investment/insurance sales. High earning potential (6-figure target by year two).

Position Overview

Are you a licensed financial professional looking for a massive influx of warm, quality leads? We are seeking a dynamic Investment Advisor to manage and grow our wealth management footprint.

Unlike completely independent advisors who have to hunt from scratch, you will walk into an established ecosystem. You will partner directly with our credit union branches, training staff to refer high-net-worth members to you, while leveraging institutional leads to build a massive book of business. This role is highly flexible, allowing you to move between branches and work a hybrid schedule as you manage your client appointments.

Key Responsibilities

Financial Planning: Conduct face-to-face and virtual member consultations to analyze assets, financial goals, and risk tolerance. Provide custom investment and insurance recommendations.
Internal Networking: Travel between assigned local branches to host educational seminars, run monthly staff training, and build an internal referral pipeline from branch employees and commercial loan officers.
Portfolio Profiling: Dig into existing credit union member databases to identify hidden wealth management opportunities and initiate a regular "drip" marketing campaign.
Compliance & Reporting: Ensure all activities strictly align with FINRA, Broker-Dealer, and Credit Union compliance standards.

Non-Negotiable Requirements

Education: Bachelor's degree in Finance, Business, Economics, or a related field.
Licensing: Active FINRA Series 7 AND Series 66 (or 63/65 combination), along with a State Life & Health Insurance License.
Experience: 2+ years of clean, verifiable financial planning and sales experience.
Background: Must have a clean U4 CRD history (no major regulatory disclosures or bankruptcies) and be bondable.

Compensation / Pay Rate (Up to): $60,000.00 - $100,000.00

Apply

Vacancy posted 3 days ago

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