Job Description
WE BELIEVE IN…
A Community of Respect:
We structure our work environment so that each person is enabled to create their best product and achieve maximum potential. We values a culture of creativity, inclusion, team spirit, diversity of opinion, and free communication. The key to maintaining this free and creative culture is respect for the opinions, ideas, and feelings of others.
Integrity:
We are honest, transparent, and committed to achieving the best outcomes for our customers and our company. We openly collaborate with our clients. We delivers authenticity in our analytics and results.
A Relationship-Driven Approach to Projects:
We connects with customers, partners, and consumers to drive success. We believe teamwork delivers the greatest results and encourages open, passionate, respectful collaboration among all of our team members.
LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)
ABOUT THE ROLE
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation.
RESPONSIBILITIES
- Develop new business through networking, referrals, and client acquisition strategies
- Conduct comprehensive financial planning and retirement income analysis
- Provide investment advisory services including mutual funds and asset allocation strategies
- Implement insurance planning solutions including life and disability insurance
- Deliver portfolio management and ongoing performance reviews
- Maintain compliance with FINRA, state insurance, and regulatory requirements
- Document financial plans and client communications within CRM systems
- Provide ongoing relationship management and client retention support
- Active Series 6 or Series 7 license
- Active Series 63 or Series 66 license
- Active Life and Health Insurance license
- Experience in financial advisory, wealth management, insurance sales, or investment services
- Strong business development and client relationship management skills
- Bachelor’s degree in Finance, Business, Economics, or related field
- Certified Financial Planner (CFP), ChFC, or similar designation
- Existing book of business
- Experience with financial planning software and CRM systems
- Background in retirement income planning or estate planning coordination
- W-2 employment
- Commission-based compensation with residual income
- Performance-based bonuses and production incentives
- 401(k) with company match
- Medical, dental, vision, life, and disability insurance
- Marketing, compliance, and operational support
- Flexible scheduling and business development autonomy
The company supports financial professionals with integrated financial planning tools, insurance and investment solutions, compliance infrastructure, and operational resources. Advisors provide retirement planning, portfolio management, investment advisory services, and risk management strategies within a structured regulatory framework.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.