Financial Advisor

Strategic People Advisors; Durham (NC); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Office space access

Book acquisition pathways

Commission / fee-sharing incentives

Job summary

Strategic People Advisors in Durham, NC seeks an experienced Financial Advisor to transition their practice into an independent business-owner model. You will inherit a local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale operations and build long-term equity.

The role emphasizes comprehensive macroeconomic planning, asset-protection, retirement income, and estate planning for individuals and business owners, with a performance-based compensation

Qualifications

• Active FINRA Series 7 and Series 66 registrations (or Series 6 and 63/65).
• Active State Life & Health Insurance License.
• 3+ years as a producing Financial Advisor with a clean regulatory record.

Responsibilities

• Provide macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze client situations to design asset-protection, retirement income, and estate-planning solutions.
• Foster regional networks through CPA alliances and localized marketing channels.
• Deliver high-touch relationship management to ensure client retention and satisfaction.

Skills

Entrepreneurial mindset

Consultative selling

Relationship management

Education

FINRA Series 7 & 66

State Life & Health Insurance License

Job description

About Strategic People Advisors

Strategic People Advisors 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 Overview

We 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.

Requirements

• 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.

Compensation & Professional Development

• 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.
• Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com.