Financial Advisor

Job description:

Position: Financial Advisor

  • The draw is negotiable based on experience.
  • Are you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business?
  • Do you value an environment that nurtures your autonomy and provides you the resources to excel?
  • Join this highly coveted Financial Services firm that prides itself in supporting each member of their team to the fullest extent which means, the highest commission levels in the industry!
  • They are seeking experienced, entrepreneurial Financial Advisors wanting to rapidly grow their book of business (and theyre compensating them accordingly).
  • Military Veterans are highly preferred!
  • This position requires a candidate who will deeply understand the wealth side of the business and the impact insurance can have on the end users.

Position: Financial Advisor

  • To be a successful Financial Advisor, and an independent business owner, the candidate should be able to develop training for clientele in cooperation, and with the support of local agencies and corporate offices.
  • Our client has over 33,000 clients, has administered assets worth over $2B and over 200+ representatives in multiple corporate offices across the USA.
  • Their team has experienced professionals who will help guide you on the proper path for your own further professional development.

    Compensation: Full Commission; non-recourse loan and uncapped bonus

    Locations: Portland, OR; Honolulu, HI; San Diego CA; Las Vegas, NV; Missoula, MT; Scottsdale, AZ; Chicago, IL; Spokane, WA

Position: Financial Advisor


  • Provides sound financial recommendations to help ensure financial security for clients
  • Enhance, enrich, and serve the client base
  • Implements cutting-edge financial strategies to grow
  • Develops long-lasting, value-based client relationships
  • Expands a business practice by use of effective prospecting and referral-based strategies
  • Identifies and cultivates new client relationships within target markets

Position: Financial Advisor


  • Medical
  • Dental
  • 401K
  • Work 40 weeks of the year
  • 12 weeks of training / off cycle
  • Vacation



  • Series 7 and Series 66
  • Having (or obtaining) State Life and Health Licenses
  • Entrepreneurial mind, strong work ethic and integrity
  • Desire to manage and help others achieve financial security
  • Strong communication and selling skills to move clients to implement recommendations
  • Goal-oriented mindset
  • Strong affinity for professional development and growth

Preferred Qualifications:

  • Minimum four-year degree
  • CFP, AAMS, CIMA preferred
  • RACP, CEXP preferred

Why is This a Great Opportunity:

  • This is a great opportunity for a Financial Advisor who would like to maintain the freedom of running their own financial planning business with support from a Fortune 200 Company.
  • This is a position for a person excited to make a difference in people’s lives.
  • The company hiring is recognized as the best place to work by Fortune magazine in several categories: Financial Services and Insurance for 2020, the 7th mid-sized company in the USA for 2019, and the Best Workplace for Millenials in 2021.
  • It is awarded as the Fastest Growing Private Company by Inc. 5000, as Best Place to work 2020 and it is listed in the Top 100 companies in the USA by Redwood Media.
  • The company has an excellent Team mentality and collaboration culture that ultimately support achieve each clients goals.
  • They also provide an outstanding training and resource program, providing the neccesary support to financial advisors to excell in their role.