Private Wealth Advisor

Financial Advisor with Sandy Morris Financial

In-Office Position

If you’re a personable, motivated advisor ready to grow with a high-performance firm that values your expertise and supports your success, we’d love to hear from you.

Apply directly through Linked In or send your resume and brief introduction to Jessica Quaid at

At Sandy Morris Financial, we specialize in helping clients build confident, well-structured retirement strategies through comprehensive financial planning, personalized investment management, and thoughtful guidance. Our culture is collaborative, high-energy, and client-centered — we take pride in delivering excellence while maintaining a supportive and engaging team environment.

We’re looking for a licensed Financial Advisor who is a confident closer, personable communicator, and natural relationship-builder. This position is ideal for an advisor who thrives in client meetings, can take qualified leads through a consultative process, and enjoys helping people make smart, informed financial decisions.

This is not a prospecting or cold-calling role — we provide qualified leads and established client relationships for you to meet with, advise, and close.

• Meet with new and existing clients to present comprehensive retirement and investment strategies.
• Guide clients through financial planning, annuity discussions, and AUM opportunities.
• Use a consultative, education-first approach to help clients understand their options and feel confident in their decisions.
• Collaborate with our planning, operations, and client service teams to deliver a seamless client experience.
• Maintain and grow your assigned book of business with ongoing communication and follow-up.
• Stay current on financial products, market trends, and industry best practices.
• Participate in firm meetings, training, and ongoing development to strengthen your skill set.

• Licensed professional:
  Active Series 65 and 2-15 (Life, Health & Variable Annuities) required.
• Proven closer:
  Demonstrated success in guiding clients through to confident financial decisions.
• Knowledgeable:
  Strong understanding of annuities, IULs (Indexed Universal Life), and AUM management.
• Personable:
  Charismatic, articulate, and comfortable leading client conversations in person and over Zoom.
• Team player:
  Coachable, growth-minded, and willing to learn the Sandy Morris Financial process.
• Experienced but not overextended:
  Ideally 5–15 years of experience in financial advising or related roles.
• Driven to grow:
  Excited to be part of a dynamic, expanding firm with strong leadership and abundant client opportunities.

• Warm leads provided– 6-8 per week, no prospecting or cold calling.
• Supportive team structure– you focus on clients, while our operations and service teams handle the rest.
• Proven process and training– we’ll teach you our systems for success.
• Opportunities for advancement as the firm continues to grow.
• Professional, modern office environment with a collaborative culture.

Competitive compensation package with base pay and performance-based incentives commensurate with experience and results. Details will be discussed during the interview process.

Mid-Senior level

Full-time

Finance and Sales