About this opportunity
Boutique Recruiting lists this Senior Advisor opportunity in cranston, Rhode Island. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Title : Senior Advisor
We are seeking an experienced Senior Advisor to serve as a client-facing retirement planning advisor and help establish a growing financial services firm’s presence in the Warwick/Cranston, Rhode Island area. This role will independently lead client meetings, present comprehensive retirement strategies, conduct educational seminars and workshops, follow up with firm-generated prospects, and guide clients through decisions involving income, investments, taxes, Medicare, and estate planning.
Unlike traditional advisor roles that require constant prospecting, this position is backed by significant firm-generated lead flow, paid seminars, marketing support, a dedicated paraplanner, and outsourced investment management. The advisor can focus their energy where it matters most: building trust, presenting solutions, and converting opportunities into lasting client relationships.
The ideal candidate is an experienced, highly organized, and persuasive financial professional who can confidently own client relationships, command a meeting, and thrive in a fast-moving environment. They must be comfortable speaking in front of groups, disciplined about follow-through, and eager to learn an established retirement planning process.
Salary Range : $85,000 - $120,000 / Year DOE
Responsibilities
Lead client-facing retirement planning meetings independently, build trust, explain recommendations, and guide prospective clients through the decision-making process
Present comprehensive retirement strategies covering income planning, investments, taxes, Medicare and estate planning
Serve as a presenter at live educational workshops and seminars, using firm-provided presentations, materials and processes
Follow up consistently with seminar attendees, prospective clients, and registered guests through phone and email communication
Maintain accurate CRM activity, manage follow-up tasks, and ensure prospective client opportunities remain organized and moving forward
Partner closely with a dedicated paraplanner and broader support team, allowing you to remain focused on client relationships, presentations and business development
Take ownership of client service and production goals while serving as a trusted, accountable presence within the growing office
Requirements
Approximately 4-5 years of financial services or retirement planning experience, including at least 2 years independently managing client communications and relationships
Active Series 65 or Series 66 license
Proven ability to independently lead client meetings, explain financial recommendations, and confidently guide conversations toward a decision
Strong understanding of retirement planning beyond individual insurance or investment products
Comfortable speaking to groups and willing to develop into a strong seminar presenter through coaching and practice
Articulate, dynamic and persuasive communication style, with the ability to quickly establish credibility and trust
Highly organized, responsive and disciplined with CRM management, prospect follow-up and competing priorities
Ability to work 100% onsite in the Warwick/Cranston, Rhode Island area and travel locally to assigned seminar locations
Coachable, accountable, and willing to learn and consistently execute an established planning and presentation process
Experience with MassMutual, New York Life, an RIA, or a similar financial planning environment is a plus
Benefits
Medical insurance contribution
401(k) plan with a company match
Approximately 2-3 weeks of PTO, based on experience
Firm-generated leads and significant company-funded marketing support
Dedicated paraplanner and administrative support
Outsourced investment management support, allowing advisors to remain focused on clients
Paid workshops and seminars with established presentation materials and processes
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Worksite address
cranston, RI, 02910, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.