About the role
Financial Advisor
Position Overview
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will have access to a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Key Responsibilities * Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners. * Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions. * Foster and expand regional client networks by utilizing established local CPA alliances and marketing channels. * Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements * Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. * Active State Life & Health Insurance License. * 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck). * Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Professional Development * Access to shared corporate office space and administrative assistant support. * Direct pathways for book acquisition and structured practice succession planning.