Job Description
Location: On-site | Type: Full-Time | Industry: Wealth Management
Are you an experienced Financial Advisor looking for a better culture, stronger support, and a real path to growth? Our client — a well-established boutique wealth management firm — is hiring a proactive, relationship-driven Financial Planner to join their fun, fast-paced, and friendly team.
This is a rare advisory role with warm leads , a growing book , and no cold calling .
Why This Role Stands Out:
- Warm leads + existing clients (no cold calling or mass prospecting)
- $75K base + 25% commission
- $150K+ realistic first-year earnings , long-term potential of $250K+ (uncapped)
- 2 weeks PTO + full paid Christmas week off
- Fridays end at 2 PM
- Supportive leadership, strong onboarding, and excellent tools (RedTail, eMoney)
- A boutique environment without corporate red tape
What You’ll Do:
- Meet with warm prospects and assigned clients
- Provide retirement planning, investment guidance, tax-aware strategies, and holistic financial planning
- Build and deliver comprehensive financial plans
- Deepen client relationships and maintain high retention
- Participate in client events and educational seminars (PTO provided for after-hours events)
What We’re Looking For:
- 2–5 years of financial planning or wealth management experience
- Life & Health Insurance License + Series 65 or 66 is required
- Strong communication, presentation, and follow-through skills
- Proactive, self-directed, and comfortable in a fast-paced environment
- A team player who is personable, coachable, and client-focused
About the Firm:
The firm believes in delivering a high-touch, high-integrity client experience. Their culture is collaborative , growth-oriented , and genuinely camaraderie-driven . They value people who take initiative, bring positive energy, and thrive in a team that balances hard work with meaningful connection.
Ready for a Financial Advisor role where you can grow your income and your impact?
Apply today and step into a firm that provides the clients, the tools, and the support you need to excel.
Job Tags
Full time,