Experienced Financial Advisor

Job Description

Build a firm within a firm—delivering comprehensive protection, wealth management, and planning solutions.

Choose from flexible contract options designed to align with your practice while providing an exceptional client experience.

We provide the guidance, structure, and resources to help you succeed.

We’re seeking experienced Financial Advisors who value the strength of a respected brand, appreciate a flexible operating model, leverage innovative tools, and recognize how teaming elevates both growth and the client experience.

If you’re a growth-minded, forward-thinking advisor ready to accelerate your practice, we support you with:

A comprehensive teaming platform featuring coaching, systems, processes, and localized support—designed to sustain high-performance teams

A differentiated business marketing strategy that helps you stand out and deliver greater value to business-owner clients

Concierge-level local support, including priority in-force service, new business and underwriting assistance, advanced sales resources, and dedicated compliance professionals

Access to experienced investment and trust specialists to support sophisticated estate planning and wealth management needs

Strategic alliance programs that drive growth through partnerships with financial institutions and professional firms

Advanced technology and practice management tools, including integrated lead-generation capabilities

A diversified suite of in-house investment, insurance, and retirement solutions—with advisor feedback directly shaping product development

Access to more than 50 carriers

Let’s start a conversation about how a firm built for established advisors can help take your practice to the next level.Compensation:

$70,000 - $150,000Responsibilities:

Build a firm within a firm—offering holistic protection and wealth management solutions

Grow your network and develop referrals

Build meaningful, long-term relationships with clients

Identify client needs through in-depth conversations and provide tailored financial strategies

Continuously expand your expertise through professional development and mentorship opportunitiesQualifications:

Authorized to work in the United States

No need for Visa sponsorship

Must be a local candidate

Licensure to Start: Life & Health, SIE, and 66

Prior sales experience and/or bachelor's degreeAbout Company

We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.

Why Join Us?

Play a key role in delivering tailored, high-quality financial planning

Make a direct impact in a boutique, client-centered environment

Collaborate with experienced advisors and expand your industry expertise

Thrive in a firm that values professionalism, precision, and lasting client relationships

Access ongoing professional development and meaningful career advancement opportunities

Full-time