Financial Advisor

RecruitPod Global LLC; Fort Washington (Montgomery County); On-site; USD 120,000 - 180,000; Full time

Job summary

RecruitPod Global LLC seeks an experienced Financial Advisor who closes deals and drives new asset growth for high-net-worth individuals, including insurance products, in a high-performance environment.

Ideal candidates have 5+ years of experience, can show production (25–30MM), hold Series 65/66 and Life & Health licenses, and excel in virtual selling. Proficiency with Salesforce and related tools is preferred, with a focus on building durable client relationships.

Qualifications

• Minimum 5+ years of experience as a Financial Advisor.
• Not accepting service advisor; looking for skilled sales advisors for opening, new accounts and selling client products.
• Proven track record of generating $25MM-$30MM in new assets annually.
• Demonstrated success in closing business (not service-only advisors).
• Experience in virtual selling environments.
• Ability to provide proof of production (W2s, 1099s, GDC reports, or similar).
• Series 65 and 66 license and Life & Health Insurance licenses.

Responsibilities

• Convert qualified leads into clients using a structured and proven sales process.
• Handle 5-8 qualified first appointments per week.
• Drive new asset growth through strong closing ability.
• Collaborate with internal teams including financial planning, tax, and service advisors.
• Maintain and strengthen client relationships.
• Participate in webinars and workshops to engage prospective clients.
• Stay updated on financial planning, investment, and market trends.
• Utilize CRM and financial planning tools effectively.

Skills

Closing

Business development

Relationship building

Communication

Time management

Adaptability

Virtual selling

Tools

Salesforce

Microsoft Office

Riskalyze

Moneytree

Tax Clarity

Right Capital

Job description

We are seeking an experienced and results-driven Financial Advisor with a strong track record of closing business and driving new asset growth for high-net worth individuals and Insurance products. This opportunity is ideal for professionals who thrive in a high-performance environment, enjoy converting qualified leads into long-term clients, and are motivated by measurable success.

Key Responsibilities:

• Convert qualified leads into clients using a structured and proven sales process
• Handle 5-8 qualified first appointments per week
• Drive new asset growth through strong closing ability
• Collaborate with internal teams including financial planning, tax, and service advisors
• Maintain and strengthen client relationships
• Participate in webinars and workshops to engage prospective clients
• Stay updated on financial planning, investment, and market trends
• Utilize CRM and financial planning tools effectively

Required Qualifications:

• Minimum 5+ years of experience as a Financial Advisor
• Not accepting service advisor, looking for skilled sales advisors for opening, new accounts and selling client products
• Proven track record of generating $25MM-$30MM in new assets annually
• Demonstrated success in closing business (not service-only advisors)
• Experience in virtual selling environments
• Ability to provide proof of production (W2s, 1099s, GDC reports, or similar)
• Series 65 and 66 license and Life & Health Insurance licenses

Preferred Qualifications:

• Experience in a hybrid RIA environment
• Professional designations such as CFP®, ChFC, or CRPC
• Experience selling fixed index annuity products
• Experience managing $15MM-$20MM AUM across ~50 households

Key Skills & Attributes:

• Strong closing and business development skills
• Excellent communication and relationship-building abilities
• High energy, enthusiasm, and growth mindset
• Ability to work both independently and collaboratively
• Strong time management and organizational skills
• Adaptability and willingness to learn
• Experience with tools such as Microsoft Office Suite, Salesforce, Riskalyze, Moneytree, Tax Clarity, and Right Capital is preferred.

Additional Requirements:

• Strong virtual selling capabilities are essential
• Must demonstrate consistent career progression and job stability
• Ability to convert competitor clients or DIY investors into long-term clients
• Willingness to actively contribute to business growth and team success