Financial Advisor (true independence w/o the downsides)

Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial; Westlake Village (CA); On-site; USD 95,000 - 185,000; Full time

Job summary

An established industry player seeks a dynamic Financial Advisor ready to embrace true independence without the downsides. This unique opportunity allows you to focus on crafting personalized financial plans for pre-qualified clients, eliminating the grind of prospecting. With a competitive compensation structure and the chance for equity, you can grow your income without limits. Join a supportive team that handles marketing while you focus on delivering exceptional results for clients. If you’re looking to elevate your career and achieve financial success, this is the role for you.

Benefits

Medical insurance

Vision insurance

401(k) plan

Performance bonuses

Qualifications

• 4+ years in financial advising or wealth management.
• A track record of closing business and keeping clients.

Responsibilities

• Craft customized financial plans focusing on retirement income.
• Guide clients through transitions and build long-term relationships.

Skills

Financial Advising

Client Relationship Management

Sales Skills

Retirement Planning

Annuity Solutions

Education

Life License

Series 65 License

Job description

Financial Advisor (true independence w/o the downsides)

Financial Advisor (true independence w/o the downsides)

6 days ago Be among the first 25 applicants

Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial provided pay range

This range is provided by Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$95,000.00/yr - $185,000.00/yr

Direct message the job poster from Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial

Director of Acquisitions | Talent, M&A, Special Projects

JOB POSTING: Financial Advisor – Westlake Village, CA

You didn’t come this far to play small.

You’re sharp. You know your worth. You’ve built your career advising others how to grow and protect their wealth—now it’s your turn. You’re done wasting time chasing leads, knocking on doors, or struggling to fill your calendar. You want high-quality appointments on your schedule, a proven sales system, and the opportunity to build something bigger.

This is that moment. The one you’ve been waiting for.

This Is for You If:

• You close business like a pro—but you’re tired of doing your own prospecting.
• You love building relationships, designing financial plans, and guiding clients to smart, secure decisions.
• You believe in doing what’s right for the client, every time—and you want the freedom to do just that.
• You’re ready to grow your income without limits—and maybe even become a partner someday.

What You’ll Do:

• Walk into every meeting with a warm, pre-qualified prospect—no cold calling, no door-knocking.
• Craft customized financial plans with a focus on retirement income, AUM, and annuity solutions.
• Explain complex strategies clearly and persuasively—then close the deal with confidence.
• Guide clients through transitions, transfers, and rollovers—building long-term relationships.
• Grow into leadership and potential equity if you’ve got what it takes.
• 4+ years in financial advising or wealth management.
• A track record of closing business and keeping clients for the long haul.
• Life License + Series 65 (or willingness to get it fast).
• Real knowledge of fixed-indexed annuities, fee-based planning, and AUM strategies.
• A competitive drive and a love for high-volume, structured environments.

Why This Role Stands Out:

• No Prospecting. Every appointment is scheduled and pre-qualified for you.
• Real Compensation. Draw + commissions. Top performers earn $200K+.
• Total Independence. No broker-dealer. No quotas. Just smart planning and real results.
• Ownership Potential. For the right person, equity in the business is on the table.
• Backed by a Team. Hoss Financial handles the marketing. You handle the magic.

The Opportunity of a Lifetime Lives Here.

This role won’t be posted forever. Top producers are already applying. If this sounds like you—don’t wait. Apply now and find out why so many advisors are leaving behind the grind and stepping into their best career move yet.

Make the move. Own your success.

Apply today.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Customer Service

• Industries

  Financial Services, Insurance, and Investment Advice

Referrals increase your chances of interviewing at Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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