Financial Advisor - Retirement Planning

Retirement Wealth Design is a retirement-focused advisory firm serving pre-retirees and retirees with guidance around retirement income planning, tax-aware strategies, investment allocation, Social Security considerations, and legacy planning. Due to continued growth, we are hiring a licensed Financial Advisor to join our team.

This role is ideal for an advisor who values a structured process, consistent client opportunities, and a firm that supports advisors with established marketing and appointment-setting efforts.

• Base salary + tiered variable compensation tied to revenue
• Competitive earning potential with performance-based upside

• Marketing-supported appointment flow through radio, TV, and educational workshops (not purchased internet leads)
• A repeatable client process designed to support consistent outcomes and a strong client experience
• Client-facing responsibilities with the support of a collaborative team
• Coaching and ongoing development to help you strengthen your planning conversations and client communication
• Long-term opportunity with a growing firm and a strong retirement niche

• Meet with prospective clients to understand goals, concerns, and retirement objectives
• Present recommendations and guide clients through implementation of planning strategies
• Build and maintain strong client relationships with high service standards
• Manage follow-up, next steps, and documentation throughout the client process
• Collaborate with internal team members to ensure a smooth client experience
• Maintain compliance standards and accurate client records

• Life & Health insurance license (preferred)
• Experience in retirement planning and client-facing advisory work
• Strong communication skills and ability to explain strategies clearly
• High professionalism, attention to detail, and a client-first mindset
• Comfortable meeting with clients in person and/or virtually, as needed

If you’re looking for a stable firm with a strong retirement niche, consistent marketing support, and compensation tied to performance, we’d like to speak with you.