$150,000–$175,000 Per Year
Alliance/Partner Management, Customer Relations, Finance, Financial Planning, Marketing Strategy, Problem Solving Skills, Retirement Plan, Retirement Planning, Sales, Series 65
Seeking an experienced financial advisor to lead client meetings, design retirement plans, and build strong client relationships.
This role offers the chance to establish yourself as a top sales performer while delivering exceptional service.
Benefits include a salary of $150,000–$175,000 with uncapped bonuses, pre-qualified leads, and comprehensive benefits such as PTO, health/dental, 401(k), and life insurance.
Requirements:
- 3+ years of new client sales experience
- State Life & Health licenses
- FINRA Series 65 or equivalent
- Grit, accountability, and problem-solving mindset
Join a growing firm with innovative marketing, strategic partnerships, and a mission to transform the financial industry for retirees. Learn more about the company's culture and approach before applying.