Financial Sales

This isn’t a wirehouse quota job.
This isn’t cold-calling annuities.
This is a consultative, relationship-driven advisory role with real earning potential and long-term career growth.

Why This Role Is Different

You will:

• Develop and grow your own book of business
• Work alongside experienced fiduciary advisors
• Deliver comprehensive retirement and wealth strategies
• Build recurring revenue relationships
• Be positioned for long-term growth potential

What You’ll Do

• Prospect and cultivate new client relationships (retail and/or retirement plan sponsors)
• Conduct financial discovery meetings and needs analysis
• Present customized investment and retirement planning solutions
• Collaborate with investment and planning teams to deliver holistic strategies
• Maintain ongoing client engagement and relationship management
• Represent the firm in networking and community events
• Build centers of influence (CPAs, attorneys, TPAs, payroll providers)

Who Thrives Here?

You may be a strong fit if you:

• Are naturally competitive and results-oriented
• Have strong interpersonal and communication skills
• Are comfortable asking for business
• Think long-term and value recurring revenue relationships
• Want to build equity value in your career
• Prefer a boutique, entrepreneurial environment over a corporate structure

Preferred Background

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 2+ years of experience in financial advisory or wealth management.
• Series 65 (or equivalent) required or must be obtained within 90 days of hire.

Compensation & Growth

• Competitive base salary
• Uncapped fee compensation
• Clear growth path toward senior advisor
• Ongoing professional development support
• Marketing and operational infrastructure provided
• Potential long-term equity participation

What We Offer

• Collaborative team culture
• Strong operational and investment support
• Access to institutional-caliber resources
• Flexibility with accountability
• The opportunity to build a career — not just hit a quota

If You’re Looking For…

✔ Ownership

✔ Growth

✔ Professional respect

✔ Recurring revenue

✔ A long-term career track

…we should talk.

Employment Type: 1099 Contractor

Compensation: Up to $5,000 per month plus percentage of annual fees, Six-Figure potential