Financial Advisor | Retirement Planning
Your Wealth Advisors
Your Wealth is seeking an experienced Financial Advisor to serve as the lead advisor for the market. This is an opportunity to establish and grow a local presence with the support of an established retirement-focused firm, centralized operations, and a consistent flow of pre-qualified prospects generated through firm marketing. This role is ideal for an advisor who prefers a consultative, planning-based approach and wants responsibility for building long-term client relationships in a new territory—without relying on cold prospecting. Key Highlights Firm-generated, pre-qualified appointments (no cold calling or door-to-door prospecting) New office location with the opportunity to be the lead advisor in the market Ongoing support from a dedicated marketing engine (seminars, outreach, and brand awareness) Competitive base salary with uncapped earning potential Operational support to allow advisors to focus on client relationships and planning Responsibilities Serve as the primary Financial Advisor for clients and prospects in the Cartersville market Conduct retirement planning and discovery meetings with firm-generated prospects Develop and implement holistic retirement strategies, including: AUM solutions Income and distribution planning Fixed indexed annuities and risk management strategies Convert qualified prospects into ongoing client relationships through a professional, consultative process Provide ongoing client service, reviews, and planning updates to support retention and long-term outcomes Maintain appropriate documentation and follow compliance and firm policies Preferred Qualifications Prior experience advising pre-retirees and retirees (typically ages 50–75) Strong consultative communication skills and confidence leading client meetings Experience with retirement income planning and investment/insurance-based solutions Proven ability to build trust, manage a pipeline, and close business in a relationship-driven manner Active licensing as applicable (Life/Health and securities registration preferred/required based on firm needs) Why This Role Our expansion into Cartersville is a strategic investment. Now we continue to build. Interested? Apply to begin a confidential conversation about the role and the Cartersville opportunity. #J-18808-Ljbffr Your Wealth Advisors
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