Independent Financial Advisor: Build Your Practice & Equity

Strategic People Advisors; Short Hills (NJ); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Shared office space

Administrative assistant support

Direct pathways for book acquisition

Job summary

Strategic People Advisors seeks an experienced Financial Advisor transitioning to independent ownership in Short Hills, NJ. You will leverage a local brand, marketing channels, and mentorship to scale your practice into enterprise equity.

Offer includes transition financing, shared office space, admin support, and performance-based commissions with book acquisition pathways; annual earnings range from $100,000 to $250,000+ depending on performance.

Qualifications

• Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
• Active State Life & Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with a clean regulatory record.
• Entrepreneurial mindset with a consultative, relationship-first planning approach.

Responsibilities

• Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
• Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Skills

FINRA Series 7/66 registrations

Life & Health Insurance License

Entrepreneurial mindset

Job description

Strategic People Advisors seeks an experienced Financial Advisor transitioning to independent ownership in Short Hills, NJ. You will leverage a local brand, marketing channels, and mentorship to scale your practice into enterprise equity.

Offer includes transition financing, shared office space, admin support, and performance-based commissions with book acquisition pathways; annual earnings range from $100,000 to $250,000+ depending on performance.