Senior Financial Advisor: Own Client Relationships

Peak American Investment Advisors, Inc.; Plano (TX); On-site; USD 85,000 - 200,000; Full time

Benefits offered by this job

Qualified leads

Marketing support

Back-office support

Modern planning technology

Coaching

Job summary

Peak American is seeking a driven Financial Advisor in the United States to own the client relationship from first contact through ongoing planning and advice.

You’ll be supported by qualified leads, marketing, and back-office infrastructure, while earning base salary plus commission with uncapped upside.

Candidates should have a track record in financial services, Series 65/66, and a commitment to fiduciary advice.

Qualifications

• 2+ years of successful experience in financial services, especially in a sales, advisory, client relationship, or business-development capacity.
• Proven track record of developing new business or growing client relationships.
• Strong communication skills and confidence presenting in person, virtually, and over the phone.
• The ability to navigate sophisticated financial conversations with professionalism and good judgment.
• Comfort using technology, including CRMs, Microsoft Office, and financial planning tools such as eMoney.
• Series 65 or 66 (required).
• Life & Health license, or the ability to obtain it within 60 days.
• Authorization to work in the U.S. without current or future visa sponsorship.

Responsibilities

• Lead discovery conversations to understand each client’s goals, values, priorities, and financial challenges.
• Develop comprehensive strategies across investments, retirement, insurance, tax, and estate planning.
• Guide clients through important financial decisions with clarity and confidence.
• Grow your business through qualified opportunities provided by Peak, referrals, and proactive relationship development.
• Deliver a high-touch, white-glove experience from the first meeting through long-term relationship management.
• Build lasting relationships that create opportunities for referrals and additional growth.
• Participate in ongoing sales and financial-planning training to continuously improve your craft.
• Operate with autonomy while leveraging Peak’s marketing, technology, coaching, and back-office infrastructure.

Job description

Peak American is seeking a driven Financial Advisor in the United States to own the client relationship from first contact through ongoing planning and advice.

You’ll be supported by qualified leads, marketing, and back-office infrastructure, while earning base salary plus commission with uncapped upside.

Candidates should have a track record in financial services, Series 65/66, and a commitment to fiduciary advice.