Lead Financial Advisor | Retirement Planning Firm

RecruitVine; Hyattsville (MD); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Paid holidays

Annual team trip

Job summary

RecruitVine in Hyattsville, MD is seeking a Lead Financial Advisor with a strong background in retirement income planning to meet with new prospects and grow the firm’s clientele. You’ll work with a dedicated support team while marketing is provided, focusing on annuities, tax strategies, and legacy planning.

You’ll typically schedule five appointments per day, present to groups, and guide clients from first conversation to funded plans, with a guaranteed draw and a transparent compensation

Qualifications

• Five+ years as a financial advisor with retirement focus.
• Active Series 65/66 and Life & Health licenses required.
• Strong closing track record and ability to present to groups.
• CFP designation a plus.

Responsibilities

• Meet with new prospects, about five appointments daily, guiding to a funded plan.
• Build retirement income, tax, and legacy strategies including annuities/insurance.
• Present educational seminars about once a quarter.
• Involve clients’ families in planning conversations and service standards.

Skills

Retirement planning

Business development

Group presentations

Closing new business

Explain financial concepts clearly

Education

CFP designation

Series 65/66 license

Life & Health licenses

Tools

Wealthbox

eMoney

Retirement Analyzer

Job description

Are you an experienced financial advisor with a strong annuity and retirement income background who would love a full calendar of prospect meetings, without paying for your own marketing?

Our client is an independent, retirement-focused advisory firm in Hyattsville, MD, founded to make a real impact in the African American community by helping hardworking families retire with confidence. What sets them apart is their generational approach, where advisors work with clients, their children, and their grandchildren so wealth actually makes it to the next generation. They’re growing and adding a Lead Financial Advisor to meet with new families and help expand the firm.

What You’ll Do

As a Lead Financial Advisor, you’ll meet with new prospects, typically about five appointments a day, and guide pre-retirees and retirees through their income, tax, and legacy planning. The firm covers all of the marketing and gives you a dedicated client service and operations team, so you can spend your time where it matters most, meeting with people and helping them retire with confidence.

• Meet with new prospects and guide them from the first conversation to a funded plan


• Build personalized retirement income, tax, and legacy strategies, including annuity and insurance solutions


• Present educational and dinner seminars about once a quarter


• Bring clients’ families and beneficiaries into the planning conversation


• Act as a resource for less experienced team members and help uphold the firm’s high standards for client service

What You Bring

• At least five years of experience as a financial advisor, with a focus on retirement planning


• Active Series 65 (or 66) and Life & Health licenses is required


• Deep knowledge of annuities, retirement income planning, Social Security, and Medicare


• A proven track record of closing new business


• Confidence presenting to groups and explaining financial concepts in plain language


• An existing book of business is welcome but not required


• A CFP designation and experience with Wealthbox, eMoney, or Retirement Analyzer are a plus

You’ll earn a 30% split on production, with a guaranteed draw of $5,000 a month for your first six months as a safety net while you build your pipeline. Since the firm provides your marketing, appointments, and support staff, your earnings are driven by what you close, and your pay increases as you bring in new assets. The total compensation range for this role is $60,000 to $150,000, with the low end reflecting the draw and the upper end reflecting what consistent closers can expect to earn. The firm takes great care of its people, offering health insurance, a 401(k) with a company match, paid time off, paid holidays, and perks like an annual team trip.

Schedule:

In office Monday through Friday, 9:00 to 4:30, plus occasional evening seminars.

If you’re ready to spend your days advising clients instead of chasing leads, we’d love to hear from you.

Our client is an equal opportunity employer and welcomes candidates of all backgrounds.