Job Description
Job Description
Our client, a respected wealth management firm, is seeking a licensed and experienced financial professional to continue building a client-facing financial planning practice.
The ideal candidate will bring prior experience in the financial advisory, investment, or wealth management space, with a strong understanding of comprehensive planning and a desire to grow a business within an established support system.
This is a client development and relationship management opportunity, not a traditional salaried role. It’s designed for professionals who want to take greater ownership over their practice with the backing of a major firm, including infrastructure, mentorship, and support.
The role of a financial advisor:
- Build and deepen relationships with prospective and existing clients
- Guide clients through financial planning and goal-setting
- Create and present comprehensive financial plans
- Provide ongoing education and personalized financial advice
- Proactively manage and update client strategies as life and market conditions evolve
- Operate and grow your own practice with firm-provided resources
- Engage in marketing, networking, and community involvement
Areas of financial planning include:
- Cash flow, savings, and debt reduction strategies
- Investment and portfolio design
- Retirement accumulation and income distribution strategies
- Insurance planning (life, disability, LTC)
- Estate and legacy planning
- Tax-aware planning
- Major purchases and funding goals
Qualifications:
- experience in financial services, wealth management, or financial planning, or a financial planning major (required)
- Active securities and/or insurance licenses
- Bachelor's degree (required)
- Strong interpersonal skills and comfort in a client-facing advisory role
- Entrepreneurial mindset with a desire to grow a business
- Willingness to leverage firm-provided infrastructure and mentorship
Compensation & Support:
This is not a base-salary role; compensation is tied to client relationships, revenue growth, and business development. However, advisors will have access to:
- Health insurance
- 401(k)
- Ongoing mentorship and professional development
- Support staff and operational infrastructure
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Preferred)
Work Location: In person