Business Development, Fiduciary, Financial Planning, Financial Services, Insurance, Leadership, Mentoring, Operational Support, Philosophy, Series 6, System Operations, Training/Teaching, Wealth Management, Willing to Travel
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
This Is Not a Typical Advisor Role.
We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition.
Our current financial services leader — a proven and respected producer — will retire in approximately 17–18 months. We are seeking the right professional to apprentice under her, learn our systems and philosophy, and then assume leadership of the division.
This is a succession opportunity inside a stable and growing organization. You will not be asked to build from scratch. You will not be required to travel. You will inherit opportunity — and be expected to elevate it.
Who This Role Is For
An ambitious emerging advisor who:
- Holds an active Series 6 license (required)
- Is coachable and growth-driven
- Wants to learn from a top producer
- Is motivated by long-term leadership opportunity
A seasoned professional seeking control and flexibility who:
- Has experience in financial planning or wealth management
- Wants to reduce travel and business development pressure
- Is interested in leveraging an established, captive client base
- Is comfortable trading some upside volatility for stability and autonomy
What You'll Step Into
- A loyal and established book of business
- A strong referral pipeline from our insurance client base
- Direct mentorship during transition
- Structured systems and operational support
- Owner involvement in strategic growth
What We Expect
- Active Series 6 license (required)
- High integrity and fiduciary mindset
- Strong relationship-building ability
- Strategic thinking and leadership potential
- Comfort working within structured systems
Compensation
- Competitive base salary
- Attractive commission structure
- Significant long-term earning potential
- Clear leadership pathway
If you are seeking a succession opportunity inside a respected firm — not just another advisory seat — we welcome a confidential conversation.
C
Chad Richards - State Farm Agent