Financial Advisor

Financial Advisor (FA) (Financial Planner)

We seek exceptional individuals with a strong focus on sales to join our firm as Financial Advisors (FA) (Financial Planners). This is a top‑tier position for motivated FAs with outstanding sales skills and a drive for success. We seek sales‑oriented individuals who thrive on working with High‑Quality Prospects (HQP) and delivering exceptional financial services.

Base + Commission. On‑target earnings up to $200,000+. Unlimited earning potential! OTE Year 1 = $135,000. W2 Earnings:
Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance.

Business Hours Monday – Friday, plus availability for leading evening seminars or meeting with clientele.

Full‑time W‑2 position.

• Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.
• No Prospecting Required
• Daily exposure to High‑Quality Prospects (HQP), resulting in a consistent flow of potential clients.
• Flexible schedule with the ability to take time off, including part of Fridays, to maintain work‑life balance.
• Competitive compensation package based on performance, with top performers earning over $1M in W2 income.
• Team environment with a dedicated Client Service Manager to support the volume and details of your activities.
• Health Insurance – 50% employer coverage
• Vision Insurance
• 401(k) with 3% match
• Paid vacation/PTO
• All leads are provided, and seminars are filled for you!
• Hands‑on, comprehensive training and development
• Administrative support with a dedicated Account Manager (AM)
• Flexible work‑life balance
• All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
• Family‑oriented environment

• Meet with HQPs, understand their financial needs and retirement goals, and convert them into High‑Quality Clients (HQC).
• Lead educational seminars with potential clients (filled through FTA’s marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.
• Employ your public speaking prowess to educate clients about the most suitable options.
• Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.
• Dedicate 80%+ of working time to sales activities, delivering classes/seminars, client meetings, and relationship building.
• Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.
• Lead a team initially, including an Account Manager (AM) who manages administrative work and asset transfers and assists with plan preparation. As the FA’s book of business expands, collaborate with a Junior Planner (JP) to handle reviews and smaller clients, allowing the FA to focus on more significant opportunities.
• Oversee client issues and guide the team to ensure exceptional client service.
• Teach a college course designed to attract and engage HQPs.

• Active State Life and Health License or willingness to pass exam within 30 days of employment is necessary.
• Must hold an active Series 65 or 7/66 and State Life & Health License
  .
• Prior experience in wealth or financial planning, advising, or life and annuity sales is required.
• Strong ability to identify and engage with high‑quality prospects (HQP) with investable assets ranging from $500k to $5M and experience in life insurance, mortgage brokerage, or premier banking.
• Self‑motivated and driven to exceed sales targets and earn substantial income (
  W2 on target earnings Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance
  ).
• Exceptional communication and interpersonal skills to build rapport with clients and establish long‑term relationships.
• Ability to work flexible hours, including 2–4 evenings per week, to accommodate client availability.
• Demonstrated ability to lead and manage a team, ensuring efficient collaboration and outstanding results.
• Willingness to continuously learn about financial products and industry trends to provide up‑to‑date advice to clients.

Wealth Advisor, Financial Planner, Life…