Financial Advisor

Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources, big-firm credibility and resources while owning client relationships.

Requirements

• Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
• Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel
• Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model
• Education: Bachelor’s degree or equivalent professional experience

Benefits

• W-2 status with 7.5 % FICA
• 401(k) with 6 % company match
• Medical, dental, vision, life & disability insurance
• National recognition programs and chairman’s trips
• End-to-end transition support and marketing concierge
• CRM, financial planning, and portfolio management tech stack
• In-house product specialists and advanced planning team
• No product quotas or commission caps
• Remote, hybrid, or office options to suit your lifestyle
• Clear paths to leadership and equity participation for top performers