Client Acquisition Advisor

Retirement Income Source SFG; Londonderry (NH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

HRA

Dental plan

Vision plan

Disability insurance

PTO + holidays

Company laptop

Conference travel

Onsite parking

Job summary

Retirement Income Source SFG in Londonderry, NH is seeking an experienced Financial Advisor to focus on client interactions and closing business. The role relies on our marketing team to handle prospecting, with leads booked directly into your calendar.

You will deliver tailored financial solutions, stay current with industry regulations, and collaborate with a strong support team to ensure exceptional service.

Qualifications

• 3–5 years of experience as a Financial Advisor.
• Strong client-facing skills and ability to close opportunities.
• Excellent communication and relationship-building abilities.

Responsibilities

• Engage with clients to understand financial needs and develop tailored solutions.
• Close new business opportunities without requiring prospecting.
• Collaborate with support teams to enhance client service.
• Maintain knowledge of industry trends and regulations.

Skills

Client engagement

Closing opportunities

Interpersonal communication

Collaborative work style

Education

Series 65, 66, and/or CFP

Tools

Microsoft Office Suite

CRM knowledge

Job description

Job Type

Full-time

Position

Client Acquisition Advisor

Location

Londonderry, NH

FLSA Classification

Exempt

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

Position Summary

Due to significant growth, we are seeking an experienced Financial Advisor to join our team. In this role, you will focus solely on client interactions and closing business, as our dedicated marketing team will handle all prospecting, cold calling, and lead generation. Leads will be booked directly into your calendar, allowing you to concentrate on what you do best: meeting clients and providing outstanding service.

Key Responsibilities

• Engage with clients to understand their financial needs and develop customized solutions.
• Close new business opportunities without the burden of prospecting or marketing.
• Collaborate with our strong support team to enhance client service and satisfaction.
• Maintain up-to-date knowledge of industry trends and regulations.

Requirements

Must-Have Qualifications

Industry Experience

• 3-5 years of experience as a Financial Advisor.

Background And Education

• Series 65, 66, and/or CFP
• Proven track record of client engagement and closing business.
• Strong interpersonal and communication skills.
• Ability to thrive in a collaborative environment.
• A passion for helping clients achieve their financial goals.

Technology Expertise

• Microsoft Office Suite
• CRM knowledge preferred

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 20 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Short and long-term disability insurance
• PTO + 10 NYSE company holidays per year401K with company match program
• Free onsite parking
• Company-provided laptop and required technology