Financial Advisor

McAdams Group, LLC; United States; On-site; USD 60,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Financial Advisor to build client relationships and guide them towards financial security. This role offers an opportunity for professional growth and a performance-based earnings structure, with a commitment to integrity and client service.

Benefits

401(k)

Medical insurance

Vision insurance

Qualifications

• Life & Health Producer's License and Series 65/66 Securities License required.
• Commitment to continuous learning and professional development essential.

Responsibilities

• Engage with potential and existing clients and develop tailored financial plans.
• Educate clients on investment strategies and utilize firm-provided leads.
• Work collaboratively with teams and stay informed on industry trends.

Skills

Self-motivated

Interpersonal skills

Communication skills

Education

Life & Health Producer's License

Series 65/66 Securities License

Job description

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About the Company - McAdams Group is expanding and looking for a Financial Advisor passionate about building relationships, guiding clients toward financial security, and growing within a firm that values integrity, collaboration, and service excellence. We are trusted partners in our clients' financial futures, believe in education-based financial planning, and are built on strong values, unwavering client commitment, and a track record of success.

About the Role - Are you an experienced financial professional or an ambitious advisor ready to advance your career? This could be the right fit if you're looking for an opportunity to make a meaningful impact while growing professionally.

Responsibilities - As a Financial Advisor at McAdams Group, you will engage with potential and existing clients, develop tailored financial plans, educate clients on investment strategies, utilize firm-provided leads, work collaboratively with teams, and stay informed on industry trends and regulatory updates.

Qualifications - Life & Health Producer's License and Series 65/66 Securities License are required. A commitment to continuous learning and professional development is essential.

Required Skills

• A self-motivated professional with a drive to succeed.
• Strong interpersonal and communication skills with a client-centered approach.
• The ability to work independently while leveraging firm support.

Preferred Skills

• Experience in financial planning and wealth management.
• Previous experience as a Financial Advisor.

Pay range and compensation package - Earnings are performance-based with uncapped income potential. A clearly defined path for growth within the firm, including leadership opportunities for top performers.

Equal Opportunity Statement - McAdams Group values people, not just portfolios. If you're ready to join a firm where your work makes a difference, apply today.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Strategy/Planning

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Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

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