Financial Advisor — Bank/Credit Union A referral‑rich environment for advisors who thrive on relationship building and steady client flow. Role Overview This model suits advisors who want consistent warm referrals, a supportive W‑2 structure, and the ability to grow within a bank or credit union partnership. Advisors work closely with bankers and member‑facing teams to convert referrals into long‑term advisory relationships. Key Responsibilities • Convert warm referrals from bank or credit union partners into advisory relationships. • Deliver comprehensive planning across investments, retirement, insurance, and protection solutions. • Build a book of business within a structured, supportive environment. • Partner with branch leadership and product specialists to deepen client engagement. • Expand wallet share through proactive planning and relationship management. Compensation Total first‑year earnings typically range from $85,000 – $225,000, including: • Base salary: $65,000 – $120,000 • Incentive compensation: $20,000 – $105,000+ Support & Resources Provided • Built‑in referral flow from established banking partners. • Full transition support and operational infrastructure. • Training, coaching, and leadership access to accelerate growth. • Technology‑enabled planning tools and a nationally recognized platform. Ideal Candidate • 5+ years of advisory or bank‑based wealth experience. • Strong ability to convert referrals and manage complex financial relationships. • Planning‑centric mindset and desire to grow beyond traditional bank limitations. • Clean compliance record and strong interpersonal skills. JOB ID: 177101 #post Trish Boyd