Senior Financial Advisor (W-2, Fully Remote)

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

Retirement Capital is a hybrid, fast-growing RIA built for advisors who actually want to advise, not prospect endlessly, juggle paperwork, feel alone, and fight compliance at every turn.

About the Role

We’re looking for experienced advisors with real sales skill, and the maturity to thrive in a team based environment. This is not an entry-level role and it’s not a lone-wolf setup. If you’re strong in client conversations, comfortable recommending annuities when appropriate, and want a steady stream of qualified retirement-focused opportunities, keep reading.

Responsibilities

• Conduct retirement-focused planning conversations with pre-retirees and retirees
• Lead 8–12 new initial appointments per week, with additional follow-ups as needed
• Deliver clear, compliant recommendations across investment and annuity solutions
• Operate within a fiduciary-first, team-based sales environment
• Work closely with internal support, onboarding, and operations teams so you can stay client-facing
• You are not responsible for marketing, ad spend, or building funnels. Your job is to advise and close.

Qualifications

• Active Series 65, CFP, or series 66 + 7 combined.
• Active Life & Health insurance license
• Minimum 1–3 years of client-facing advisory experience
• Strong consultative sales skills
• Comfort working with retirement-age clients

Required Skills

• Strong consultative sales skills
• Comfort working with retirement-age clients

Preferred Skills

• Proven Fixed Indexed Annuity experience (1+ years preferred)

Pay range and compensation package

• W-2 employee role
• Base salary negotiable based on experience
• Target first-year total compensation: $150,000+
• 401(k)
• Paid time off and holidays
• High performers can earn well beyond year-one targets