Financial Advisor - Integrated Wealth & Estate Planning

Overview

Financial Advisor – Integrated Wealth & Estate Planning
Firm: Voyant Wealth (Partnered with Voyant Legal)
Location: [Farmington UT/Northern Territory]
Broker-Dealer: Osaic Wealth, Inc.

Are you a Financial Advisor who believes that a client’s legal and financial lives should never be siloed? At Voyant Wealth
, we’ve moved beyond the traditional "product-first" model. We operate in lockstep with our sister company,
Voyant Legal
, to provide a truly holistic experience.

We are looking for a licensed Financial Advisor to join our team and help our clients navigate the complexities of retirement, investment strategy, and legacy planning. Because we use Osaic as our broker-dealer, you will have the flexibility to offer a full spectrum of solutions—from advanced insurance strategies to comprehensive investment portfolios—ensuring our clients  goals are met with precision.

• Collaborative Planning: Work directly with the legal team at Voyant Legal to ensure clients  financial strategies align perfectly with their estate plans, trusts, and asset protection goals.
• Comprehensive Advisory: Conduct deep-dive discovery meetings to understand client objectives, risk tolerance, and retirement dreams.
• Strategy Implementation: Utilize Osaic’s robust platform to implement tailored investment and insurance solutions.
• Relationship Management: Serve as the primary point of contact for financial needs, providing regular reviews and adjusting plans as life (and laws) change.

Growth & Outreach: Identify opportunities within the existing legal client base to provide high-value financial oversight and identify new opportunities.

Licensing: Must have an active Series 7 and Series 66 (or 63/65) in good standing with FINRA.

Insurance: Must hold (or be willing to obtain) state Life & Health insurance licenses.

Experience: 5+ years of experience in financial planning, with a strong preference for candidates familiar with estate planning or tax-efficient strategies.

Collaborative Mindset: You enjoy working as part of a multi-disciplinary team of attorneys and professionals.

Tech Savvy: Familiarity with financial planning software (e.g., eMoney, Right Capital) and CRM systems (Redtail).

Why Voyant Wealth?

• Built-in Referral Synergy: Unlike solo practices, you work alongside a thriving legal firm, providing a consistent stream of high-quality, planning-focused clients.
• Autonomy with Support: Enjoy the independence of the Osaic platform combined with the localized support and brand reputation of the Voyant family.

Holistic Focus: We don t just manage money; we secure legacies. If you are tired of "selling" and want to focus on "planning," this is the place for you.

Please submit your resume and a brief cover letter explaining why you are interested in the intersection of legal and financial planning to , with the subject line that says "I m the one."