Financial Advisor

Job Description

Company description:

Talon Wealth is an independent, fiduciary financial advisor specializing in helping those in or near retirement navigate financial planning and investing.

About the Role

We are seeking a highly motivated and client-focused Financial Advisor to join our team. We specialize in helping retirees and near-retirees protect, grow, and manage their wealth through personalized financial planning.

The ideal candidate will have a strong understanding of financial planning, investment strategies, and risk management, and will be passionate about building lasting client relationships.You’ll play a key role in helping clients transition into retirement with clarity and confidence, offering personalized strategies for income planning, tax efficiency, estate preparation, and asset protection.

Responsibilities

Create customized retirement and investment plans for clients nearing or in retirement

Provide guidance on income strategies, Social Security, tax planning, RMDs, and estate planning

Meet with clients regularly to review goals and adjust financial strategies

Develop new business through referrals, events, and firm-supported marketing

Maintain strong client relationships built on trust, education, and consistent service

Collaborate with internal and external professionals to deliver comprehensive planning

Qualifications

5+ years of experience as a financial advisor or planner

Strong understanding of retirement-focused financial strategies

FINRA Series 7 and 66 (or Series 63/65) licenses required

CFP® designation preferred but not required

Proven ability to build client relationships and grow a book of business

Must be comfortable working in a 1099 commission-only role

What We Provide

Commission-only structure with no cap on income potential

Qualified leads focused on the retirement and pre-retirement market

Marketing support, client education tools, and lead generation programs

Ongoing training, mentorship, and access to financial planning software

A collaborative and professional environment

Job Type: Full-time