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FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR
$90,000 - $250,000 / year
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$15+ / hour
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FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR
$90,000 - $250,000 / year
Posted 3 days ago
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$240,000 - $280,000 / year
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Work From Home: Entry-Level Management (code cr23)
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Centralized Site Management Administrative Assistant
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Management Consultant- Retail & CPG 2026 - US (Remote)
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Entry-Level Data Management Assistant (Remote)
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FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR
$90,000 - $250,000 / year
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Overview
Job Description
- Develop new business through networking, referrals, and client acquisition strategies
- Conduct comprehensive financial planning and retirement income analysis
- Provide investment advisory services including mutual funds and asset allocation strategies
- Implement insurance planning solutions including life and disability insurance
- Deliver portfolio management and ongoing performance reviews
- Maintain compliance with FINRA, state insurance, and regulatory requirements
- Document financial plans and client communications within CRM systems
- Provide ongoing relationship management and client retention support
- Active Series 6 or Series 7 license
- Active Series 63 or Series 66 license
- Active Life and Health Insurance license
- Experience in financial advisory, wealth management, insurance sales, or investment services
- Strong business development and client relationship management skills
- Bachelor’s degree in Finance, Business, Economics, or related field
- Certified Financial Planner (CFP), ChFC, or similar designation
- Existing book of business
- Experience with financial planning software and CRM systems
- Background in retirement income planning or estate planning coordination
- W-2 employment
- Commission-based compensation with residual income
- Performance-based bonuses and production incentives
- 401(k) with company match
- Medical, dental, vision, life, and disability insurance
- Marketing, compliance, and operational support
- Flexible scheduling and business development autonomy
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
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