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Financial Advisor / Wealth Advisor
Opportunity Overview
Join a premier financial services organization backed by the strength, stability, and resources of one of the nation's most respected mutual companies. This opportunity is ideal for entrepreneurial financial advisors who want to build and grow their own practice while leveraging a comprehensive wealth management platform, industry-leading technology, and extensive practice management support.
Advisors maintain ownership of their client relationships and business while gaining access to integrated solutions across financial planning, investments, insurance, retirement, and estate planning.
Key Responsibilities
- Build, manage, and grow a personal wealth management practice.
- Develop comprehensive financial plans for individuals, families, business owners, and high-net-worth clients.
- Deliver advice across investments, retirement planning, insurance, estate planning, and wealth preservation.
- Build long-term client relationships through a planning-first fiduciary approach.
- Generate new business through networking, referrals, and community engagement.
- Manage all aspects of the client relationship from discovery through ongoing service.
- Collaborate with specialists in advanced planning, investments, lending, private wealth, and business succession to deliver comprehensive client solutions.
- Utilize integrated planning and CRM technology to improve efficiency and client outcomes.
- Participate in ongoing professional development, coaching, and business-building programs.
Qualifications
- Experience as a Financial Advisor, Wealth Advisor, Financial Planner, or Insurance & Investment Professional.
- Demonstrated success developing and maintaining client relationships.
- Strong consultative sales and financial planning skills.
- Entrepreneurial mindset with the desire to build a long-term business.
- Excellent communication and relationship management abilities.
- Ability to work independently while collaborating with internal specialists.
Preferred Qualifications
- CFP®, ChFC®, CFA®, CPA/PFS, or other advanced financial planning designation.
- FINRA Series 7 and Series 66 (or 63/65), as applicable.
- State Life and Health Insurance licenses.
- Existing book of business is preferred but not required depending on experience.
Platform Advantages
- Opportunity to own and build a valuable, portable practice.
- Flexible compensation supporting fee-based, commission, or hybrid business models.
- Open architecture investment platform.
- Comprehensive planning solutions spanning investments, retirement, insurance, and wealth management.
- Access to advanced planning, CIO investment resources, private wealth specialists, banking, and lending solutions.
- Integrated Advisor360 technology platform with embedded AI-enabled workflow tools.
- Dedicated practice management, marketing, succession planning, and business coaching.
- Strong financial backing from one of the industry's highest-rated mutual companies.
Ideal Candidate
This opportunity is best suited for ambitious financial advisors who value independence but want the resources of a large financial institution. Successful candidates are relationship builders who enjoy helping clients achieve long-term financial success while growing an enterprise they can own and ultimately monetize.
JOB ID: 178475
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James Barrineau