Financial Advisor

At Sullivan Financial Partners, we’ve built more than a firm — we’ve created a movement. We empower clients and advisors to think bigger, dream bigger, and live more intentionally.

Our team guides clients through The Confident Retirement Journey™ — a holistic planning process designed to bring clarity, confidence, and freedom.

We are growing, and we are intentional about how we grow.

We are not looking for someone who has “seen it all.” We are looking for someone capable, hungry, coachable, and ready to grow into something bigger.

• High standards, transparency, trust, and accountability
• Qualified prospects provided — no cold prospecting
• Proven planning and client process
• Direct mentorship from the founder
• Full planning, operations, and service support

• Have 2–10 years of experience in financial services, advisory, or client-facing sales
• Are confident in client conversations and asking for commitment
• Want to get much better, not just be validated
• Are open to feedback, coaching, and structure
• Can check your ego at the door and focus on performance

This role is not a fit if you want to do things your own way, resist coaching, or are looking for a lifestyle role.

• Lead client meetings with confidence and clarity
• Deliver strategies across retirement income, investments, tax, healthcare, and legacy
• Learn and represent our proprietary planning process
• Build trust and guide clients to confident decisions
• Partner with our planning and operations teams

• Series 65 or Series 7 & 66, and active Insurance License (
  required
  )
• 2–10 years of relevant experience
• Strong communicator who can build trust and close with integrity
• Coachable, driven, humble, and growth-oriented
• Bonus: small book of business

• Qualified leads provided from firm lead dinner seminars, movie events, educational events, and media marketing
• Competitive compensation with performance upside
• Industry-leading tools and support
• Structured growth path and leadership opportunities
• Monday–Friday schedule with real work-life balance
• Medical, dental, and vision
• Quarterly team events

If you’re ready to grow, be coached, and do the best work of your career — we’d love to meet you.

At Sullivan Financial Partners, we don’t just build retirement plans. We build people.