Retirement Planning Advisor (Producer)

The Search, LLC; West Springfield (MA); On-site; USD 125,000 - 150,000; Full time

Job summary

The Search, LLC in West Springfield, MA is seeking a financial advisor to join a growing, multi-advisor practice. You will meet with prospects, guide them through the full sales cycle, and present retirement income solutions with an education-first approach.

Competitive base salary plus uncapped commission supports first-year total compensation around $125,000 to $150,000, with significant upside as the practice expands and client base grows.

Qualifications

• Requires Series 65.
• State life license (can be obtained within 30 days).
• Sales or client-facing experience in financial services.
• Based in or willing to commute to West Springfield, MA.

Responsibilities

• Meets with prospects generated by seminars, referrals, and marketing.
• Runs the full sales cycle from first conversation through planning, implementation, and onboarding.
• Recommends retirement income solutions, primarily fixed index annuities, along with some AUM-based planning.
• Builds long-term client relationships with an education-first approach.
• Works closely with a small, close-knit team during a growth phase.

Skills

Sales experience

Prospecting

Closing

Communication

Job description

A boutique retirement planning practice in the West Springfield area is growing from a single-producer firm into a multi-advisor team and is adding an advisor who enjoys meeting new clients, educating them, and earning their business. Leads come in steadily through seminars, referrals, and marketing, so this person spends their time in front of prospects and clients.

What This Person Does

• Meets with prospects generated by the firm's seminars, referrals, and marketing
• Runs the full sales cycle, from the first conversation through planning, implementation, and onboarding
• Recommends retirement income solutions, primarily fixed index annuities, along with some AUM-based planning
• Builds long-term client relationships with an education-first approach
• Works closely with a small, close-knit team during a growth phase

Compensation

• Competitive base salary plus uncapped commission
• First-year total compensation targeted around $125-$150K, increasing from there

Requirements

• Series 65
• State life insurance license (can be obtained within the first 30 days of employment)
• Sales or client-facing experience in financial services
• Comfortable leading prospect meetings and closing business
• Based in or willing to commute to the West Springfield, MA area

What Makes It Compelling

• Steady lead flow from established marketing channels
• A small, close-knit team known for a people-first culture
• Real room to grow as the practice expands
• Meaningful work helping local families retire with confidence