Elite Financial Advisor — Retirement Planning in Philly

Secure Money Advisors; Philadelphia (Philadelphia County); On-site; USD 200,000 - 300,000; Full time

Job summary

Secure Money Advisors is expanding into the Philadelphia metro with a King of Prussia advisory seat focused on retirement planning for clients 55 and older. You will lead discovery, build plans, and own the client relationship, supported by a full planning and service team.

First-year total compensation ranges from $200,000 to $300,000+, with base plus revenue share and additional incentives; this is an in-person, high-trust role in King of Prussia, not a rotation.

Qualifications

• Must have a proven record of personally closing retirement-planning/wealth-management business.
• Active Series 65 or 66, or CFP/CPA/CFA designation.
• Active life insurance license.
• Fiduciary comfort recommending both advisory and appropriate insurance solutions.
• Ability to earn trust with mature clients and close opportunities.

Responsibilities

• Lead discovery across retirement income, investments, Social Security, distribution decisions, taxes, estate coordination, healthcare, and risk.
• Planning, case-management and client-service teams build your models, prepare plans and paperwork, and carry the service load.
• Present the plan, handle objections, ask for the business, and own the relationship.

Skills

Retirement planning sales

Relationship building

Sales in financial services

Education

Series 65 or 66

CFP/CPA/CFA designation

Life insurance license

Job description

Secure Money Advisors is expanding into the Philadelphia metro with a King of Prussia advisory seat focused on retirement planning for clients 55 and older. You will lead discovery, build plans, and own the client relationship, supported by a full planning and service team.

First-year total compensation ranges from $200,000 to $300,000+, with base plus revenue share and additional incentives; this is an in-person, high-trust role in King of Prussia, not a rotation.