Retirement Advisor: Team-Based, High Earning Potential

Retirement Capital; United States; Hybrid; USD 135,000 - 165,000; Full time

Benefits offered by this job

401(k)

Paid time off and holidays

Job summary

A growing financial advisory firm in the United States is seeking experienced advisors to engage with pre-retirees and retirees. This hybrid role emphasizes strong consultative sales skills and client-focused planning conversations. Candidates should hold active securities licenses and have at least 1–3 years of advisory experience. The compensation package includes a negotiable base salary and potential total earnings of over $150,000, along with benefits such as a 401(k) and paid time off.

Qualifications

• Experienced advisors with strong sales skills are preferred.
• Ability to conduct retirement-focused planning conversations.
• Comfortable recommending annuities when appropriate.

Responsibilities

• Conduct retirement-focused planning conversations with pre-retirees and retirees.
• Lead 8–12 new initial appointments per week, with follow-ups as needed.
• Deliver clear, compliant recommendations across investment and annuity solutions.

Skills

Strong consultative sales skills

Comfort working with retirement-age clients

Education

Active Series 65, CFP, or series 66 + 7 combined

Active Life & Health insurance license

Minimum 1–3 years of client-facing advisory experience

Job description

A growing financial advisory firm in the United States is seeking experienced advisors to engage with pre-retirees and retirees. This hybrid role emphasizes strong consultative sales skills and client-focused planning conversations. Candidates should hold active securities licenses and have at least 1–3 years of advisory experience. The compensation package includes a negotiable base salary and potential total earnings of over $150,000, along with benefits such as a 401(k) and paid time off.