Financial Advisor

We are growing our relationship-driven retirement planning firm and looking for a Financial Advisor who wants to make a meaningful impact. Our clients entrust us with some of their most important financial decisions, and we respond with thoughtful guidance, personalized strategies, and a commitment to long-term relationships. This is an opportunity for an entrepreneurial, people-focused advisor who enjoys business development, values genuine client connection, and wants to empower individuals and families to make confident choices about their financial futures. What You’ll Do: Build new client relationships through referrals, networking, seminars, educational events, and consistent follow-up. Lead discovery conversations to understand client goals, risk tolerance, retirement timelines, and financial priorities. Present customized strategies across retirement income, investments, insurance, annuities, asset accumulation, and estate planning. Provide proactive reviews, clear communication, timely follow-up, and a white-glove client experience. Maintain accurate documentation and operate in alignment with compliance and industry standards. What We’re Looking For: Bachelor’s degree in Finance, Business Administration, Economics, or a related field. Active FINRA licensing, such as SIE and Series 65, plus Life & Health Insurance licensing, or willingness to obtain required licenses within the designated timeframe. Ideally, 2+ years of client-facing financial services, sales, or B2B business development experience. Strong communication, presentation, negotiation, and relationship‑building skills. Comfort using CRM platforms, Microsoft Office, and financial planning software. A relationship‑first mindset, entrepreneurial spirit, and genuine desire to help clients succeed. If you are ready to grow with a close‑knit team and build a career centered on trust, service, and meaningful client impact, we would love to connect. #J-18808-Ljbffr