Financial Advisor
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$100,000-$250,000/year
Benefits
Career Development
Job Description
About Strategic People AdvisorsStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.Position OverviewWe are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.Key Responsibilities
- Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
- Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
- Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
- Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
- Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
- Active State Life & Health Insurance License.
- 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
- Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
- Transition financing and highly competitive commission payout schedules.
- Access to shared corporate office space and administrative assistant support.
- Direct pathways for book acquisition and structured practice succession planning.
- $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.
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FAQs About Financial Advisor Jobs at Strategic People Advisors
What is the work location for this position at Strategic People Advisors?
This job at Strategic People Advisors is located in Denver, CO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Strategic People Advisors?
Candidates can expect a pay range of $100,000 and $250,000 per year.
What employment applies to this position at Strategic People Advisors?
Strategic People Advisors lists this role as a Full-time position.
What experience level is required for this role at Strategic People Advisors?
Strategic People Advisors is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Strategic People Advisors for this role?
Strategic People Advisors offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Strategic People Advisors?
You can apply for this role at Strategic People Advisors either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.