About this opportunity
THE WELL lists this Senior Financial Advisor opportunity in washington, District of Columbia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Financial Advisor | $90,000 - $150,000 base + production bonus
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
About the Company
This firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.
About the Role
We're placing a Senior Financial Advisor with an established, fast-growing retirement-focused wealth management firm in Ellicott City, MD - and this one is different. If you're a proven closer who wants to focus on serving clients and building wealth - not hunting for prospects - this is the role.
Responsibilities
Close retirement income planning appointments with pre-qualified prospects
Present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
Participate in seminars and educational workshops
Follow a proven, standardized advisory process that drives consistent results
Work alongside a collaborative team of junior advisors, paraplanners, and support staff
Qualifications
5-10+ years of financial advisory experience focused on retirement income
Active Series 65 and life and health licenses
A track record of closing and a history of stable, long-term employment
Willingness to work fully on-site in Ellicott City, MD
A team-first mindset and commitment to following a proven process
Required Skills
Retirement income specialist experience
Ability to close retirement income planning appointments with pre-qualified prospects
Ability to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
Ability to participate in seminars and educational workshops
Ability to follow a proven, standardized advisory process that drives consistent results
Ability to work alongside a collaborative team of junior advisors, paraplanners, and support staff
Preferred Skills
Experience working within a structured diamond team model
Experience working with a multi-channel lead engine: TV, radio, seminars, webinars
Pay range and compensation package
$90,000 - $150,000 base + production bonus
Exptected earnings $300,000+ by year two
W2 employment, generous base, and uncapped production compensation
Relocation assistance available
Series 7, 6, or 63 are not required - this firm does not do stocks, bonds, or mutual funds. A book of business is not required to bring - leads are provided. xhqgsiq The opportunity includes 20-40 inbound, pre-qualified leads per week with no cold calling and no prospecting, supported by a multi-channel lead engine: TV, radio, seminars, webinars, and a structured diamond team model where you close and your team supports.
Worksite address
washington, DC, 20011, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.