Financial Advisor

Bauman Wealth Advisors; Saint George (UT); On-site; USD 100,000 - 180,000; Full time

Job summary

Bauman Wealth Advisors in Utah is hiring a producing advisor to own Mesquite and St. George markets.

You will meet pre-retirees and retirees, lead discovery across retirement income, investments, taxes, estate coordination, insurance, and healthcare, then present the recommendation and ask for the relationship. You will build reliable in-person coverage across both communities, manage follow-up, CRM, and handoffs so what you close is finished.

Qualifications

• Series 65 or 7/66, plus Nevada and Utah life and health licensure.
• CFP®, ChFC®, RICP® or tax background is a plus.

Responsibilities

• Meet pre-retirees and retirees across Mesquite and St. George, led by education-driven marketing.
• Lead discovery across retirement income, investments, taxes, estate coordination, insurance, and healthcare, then present the recommendation and ask for the relationship.
• Build reliable in-person coverage across both communities and maintain CRM, follow-up, and handoffs so deals close.
• Drive accountability with Todd Bauman and the firm’s platform to deliver complete client solutions.

Education

Series 65 or 7/66

Nevada and Utah life and health licensure

CFP®, ChFC®, RICP® or tax background a plus

Job description

Most advisor seats give you a desk. This one gives you a market.

We've built more retirement-planning demand at Bauman Wealth Advisors than we can convert across Mesquite and St. George, and we're hiring one producing advisor to own both communities — run the consultations, make the recommendation, ask for the business, and become the advisor this corridor knows by name. Todd Bauman built this firm, still leads it, and is making this hire himself.

WHAT YOU'LL DO

• Meet pre-retirees and retirees across Mesquite and St. George who came to us through our education-led marketing, not your personal network.
• Lead discovery across retirement income, investments, taxes, estate coordination, insurance, and healthcare, then present the recommendation and ask for the relationship.
• Build reliable in-person coverage across both communities — the corridor is the seat, not a side territory.
• Keep follow-up, CRM, documentation, and handoffs clean enough that what you close actually gets finished.

WHAT YOU GET

• A founder-owned retirement firm, advising since 2010, with an established Mesquite office at 1085 W Pioneer Blvd, Suite 170.
• A demand engine that creates the consultations, so your time goes to advising and closing instead of building a calendar alone.
• A platform spanning investments, income planning, tax coordination, estate, insurance, and healthcare — so you can solve the whole picture instead of handing the client to someone else halfway through.
• Direct access to Todd. He built the firm, he still runs it, and he's the one you'll talk to. Decisions take a conversation, not a quarter.
• Marketing, scheduling, and back-office support that already exists and already works — not a promise to build it once you hit a number.
• A market no one else here is working. What you build in this corridor stays yours to keep building.

WHO THIS IS FOR

• You've sat across from a retiree, made a recommendation, and asked for the business. This is a closing seat, not a support seat.
• Series 65 or 7/66, plus Nevada and Utah life and health licensure — or you're close and you'll finish it fast.
• You're fine with the drive. Mesquite and St. George are about a half hour apart and you'll be in both every week.
• You do what you said you'd do. Retirees notice, and this corridor talks.
• CFP®, ChFC®, RICP®, or a tax background is a plus, not a requirement.

WHO IT ISN'T FOR

• Anyone looking for leads without accountability, or accountability without leads. And anyone building a book to carry somewhere else in two years — we're hiring the person who wants to still be here in ten.