Financial Advisor

Hirewell; Sacramento (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Hirewell is seeking an Experienced Financial Advisor to build and service a substantial wealth book using our institutional retirement platform. This Producer role centers on winning new business and acting as a holistic advisor across wealth management and institutional consulting.

The ideal candidate will have a proven ability to generate revenue, lead the complete sales cycle, and collaborate with the advisory team to leverage client relationships for opportunities.

Qualifications

• Track record of successfully bringing in new business.
• Lead full sales cycle: prospecting, discovery, presenting plans, closing accounts.
• Collaborate with advisory team leveraging institutional client relationships.

Responsibilities

• Generate new wealth management business.
• Lead sales cycle from prospecting to closing.
• Collaborate with advisory team on referrals and opportunities.

Skills

Proven producer

New revenue generation

Client engagement

Collaboration

Job description

Our team of fierce advocates helps businesses and individuals achieve their aspirations of health, success, and financial security. Our insurance, financial services, and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, our teams enable employers and individuals to do their best work and live their best lives.

More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services, and the retirement and wealth management advice provided through our affiliated advisory firms. Founded in 2000, our organization maintains offices in most major markets across the nation and has been recognized with the Glassdoor Employees’ Choice Award for Best Places to Work.

The Producer Opportunity: Build Your Wealth Book

We are immediately seeking an Experienced Financial Advisor . This role is designed for a proven producer who wants to build and service a substantial wealth book while leveraging our existing institutional retirement plan administration platform.

This role is about winning new business and operating as a holistic advisor across three core areas:

• Wealth Management & Rollovers
• Institutional Consulting

Ideal Candidate Profile

This is not a Relationship Manager role—we are seeking a proven Producer who can generate revenue immediately and build equity in their career.

• Book Generation: You must have a track record of successfully bringing in new business. We are interested in producers who can generate new revenue and leverage our platform to rapidly grow their AUM.
• Client Engagement: Lead the full sales cycle, from prospecting and discovery to presenting customized financial plans and closing new wealth management accounts.
• Collaboration: Work seamlessly with the existing advisory team to leverage institutional plan client relationships and internal referrals for wealth opportunities.

Essential Qualifications & Experience:

• Certifications: Series 65 OR Series 7 & 66 are ideal; CFA, CIMA, or Life Insurance licenses are great bonuses.
• Knowledge: Deep understanding of rollovers, investment techniques, and financial planning methodologies.
• Cultural Fit: Resourceful, empathetic, and professional with a high level of personal accountability.