Position Title: Financial Advisor A growing wealth management firm is seeking an experienced Financial Advisor to guide retirees, pre-retirees, high-net-worth individuals, and business owners through comprehensive retirement and financial planning. This role focuses on meeting with pre-qualified prospects, conducting discovery, developing customized financial strategies, presenting recommendations, closing new business, and building long-term client relationships. The ideal candidate has 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role, an active Series 65 or Series 66 license, and a proven ability to confidently present recommendations and close business. This is an excellent opportunity for an advisor who wants significant earning potential and a strong pipeline of qualified appointments without spending their time cold calling or prospecting. Salary Range: $65,000 - $75,000 BASE / annually, DOE Responsibilities • Meet with pre-qualified prospective clients to understand their financial goals, retirement plans, assets, and concerns • Conduct comprehensive discovery meetings and identify retirement, investment, estate, tax, and insurance planning opportunities • Develop and present customized financial strategies based on each client's individual goals and circumstances • Educate clients on recommended financial solutions and confidently guide them through the decision-making process • Convert qualified opportunities into new client relationships while maintaining a consultative, client-first approach • Build and maintain strong long-term relationships with clients while partnering with internal planning, service, and operations teams • Maintain compliance with applicable regulatory requirements and stay current on financial products, planning strategies, and industry trends Requirements • 3–5+ years of experience as a Financial Advisor or in a similar client-facing financial services role • Active Series 65 or Series 66 license required • Strong track record of presenting financial recommendations and closing new business • Excellent communication, presentation, relationship-building, and consultative sales skills • Comfortable using CRM platforms and financial planning software • Ability to work effectively in a hybrid environment and conduct client meetings in the office • Bachelor's degree preferred • CFP designation and experience with holistic or education-based financial planning preferred Benefits • Medical, dental, and vision insurance • 401(k) with company match • Paid time off and paid holidays • Uncapped commission and significant long-term earning potential • Pre-qualified client appointments supported by an established lead-generation platform • Marketing, planning, service, and operational support • Quarterly employee events and professional development opportunities • Career growth and advancement opportunities If you are a relationship-driven Financial Advisor who knows how to earn trust, deliver thoughtful financial guidance, and close business, apply today to join a growing wealth management platform built to help advisors succeed. #LI-SB1