About the role
About Strategic People Advisors Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector.
On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.
Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Key Responsibilities * Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination. * Manage existing client relationships, addressing daily operational inquiries with high professional standards. * Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements * FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred. * Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire). * 1–3 years of experience in banking, insurance, or consultative client-facing sales. * High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development * Competitive income/ plus performance-based bonuses and joint-work splits. * Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status. * $50,000.00 - $100,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
"This position operates on a professional hybrid schedule once initial training and licensing are completed." For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.