Financial Advisor

3 days ago


Reston, Virginia, United States Clockwork Advisor Full time
Unlock Your Potential as a Financial Advisor

Are you a driven financial professional looking to elevate your career and focus on what you do best - advising clients? Clockwork Advisor offers a unique opportunity to work with a growing team that provides pre-set appointments, comprehensive training, and ongoing development to help you succeed.

What We Offer:

  • Pre-set Appointments: 5-8 appointments weekly with pre-retirees and retirees aged 59 1/2 to 77.
  • Comprehensive Training: Proven training and a success roadmap that has doubled our advisors' businesses.
  • Supportive Environment: Our tech is built by advisors for advisors, taking the guesswork out of the process.
  • Ongoing Development: Quarterly mastermind workshops focused on increasing sales.
  • High Earnings Potential: Earn $150,000 to $350,000 per year, with top advisors making over $500,000.
  • Independent Role: Focus on advising, without the burden of marketing, HR, and tech duties.
  • Back Office support in Case Design, New Business Support, Marketing, and more.

Responsibilities:

  • Meet with clients in their homes to provide financial advice and retirement planning.
  • Help clients achieve their retirement goals through effective financial strategies.
  • Participate in ongoing training and workshops to enhance sales techniques and product knowledge.
  • Stay committed to a schedule of 5-8 appointments per week.

Qualifications:

  • Active Life and Health Producer License (Required).
  • Series 65 or 66 Securities License (Preferred, but not required).
  • Minimum of 2 years of experience selling annuities.
  • High energy and willingness to travel for in-home appointments.
  • Strong commitment to professional development and coachability.

Benefits:

  • Optional Group Health Insurance
  • Optional Group Dental
  • Optional Group Vision

Workdays:

  • Monday through Friday
  • Saturdays Optional
  • No Sundays

Why Choose Clockwork Advisor?

We empower financial advisors to focus on what they do best - advising clients. Our team handles the marketing, systems, and processes to ensure you have the tools and support to succeed. Our advisors are part of a community dedicated to continuous improvement and client satisfaction.

If you're an independent advisor or looking to become more independent, and you're ready to work hard and make a substantial income, apply today to join our team.

How to Apply:

Submit your resume and cover letter detailing your qualifications and why you're the perfect fit for this role.

Job Types: Full-time, Contract

Pay: $100,000.00 per year

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Referral program
  • Vision insurance

Experience:

  • Annuity: 2 years (Preferred)

License/Certification:

  • Insurance Producer License (Required)

Location:

  • California (Required)
  • Work Location: On the road

  • Financial Advisor

    4 weeks ago


    Reston, Virginia, United States Clockwork Advisor Full time

    Unlock Your Potential as a Financial AdvisorAre you a driven financial professional seeking a new challenge? Clockwork Advisor offers a unique opportunity to focus on advising clients, without the burden of marketing, HR, and technology management. Our innovative approach provides 5-8 pre-set, high-quality appointments per week directly on your business...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Wexford market. As a financial advisor, you will have the opportunity to work with an existing book of clients, grow your career and business, and provide financial solutions to individuals and...


  • Reston, Virginia, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a leading financial services company dedicated to helping clients achieve financial clarity, leverage, and independence. With a strong focus on collaborative culture and personal development, the company has been serving clients since 1901.Role OverviewThis is a full-time hybrid role for a Senior Financial...

  • Financial Advisor

    3 weeks ago


    Reston, Virginia, United States Forum Financial Management, LP Full time

    Join Our Team as a Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over $7 billion in assets under management. We are seeking a highly motivated and detail-oriented Financial Advisor to join our team.About the Role:As a Financial Advisor at Forum Financial Management, LP, you will be...

  • Financial Advisor

    2 weeks ago


    Reston, Virginia, United States Capstone Partners Financial and Insurance Services Full time

    Financial Advisor Job DescriptionAs a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training, and mentorship from Senior Financial Professionals and our internal staff and resources.This role involves analyzing financial information,...


  • Reston, Virginia, United States Brio Financial Group Full time

    About Brio Financial GroupWe're a pure RIA firm with a fun and friendly office culture, seeking a talented financial advisor to join our team of five financial planners, three associate financial advisors, and four staff members.Our team is passionate about delivering exceptional client experiences and driving results through a collaborative and supportive...


  • Reston, Virginia, United States Advisor Avenue Full time

    Advisor Avenue: A Premier Recruiting Firm for Wealth Management ProfessionalsWe are a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms.Our team understands the unique needs and aspirations of our candidates and strives...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Business Potential with Prudential AdvisorsWe are seeking experienced financial advisors to join our team and help them grow their business. As a senior financial advisor, you will have the opportunity to leverage our open architecture platform, competitive payouts, and practice building support to deliver an outstanding client experience.Our...


  • Reston, Virginia, United States Prudential Financial Full time

    Unlock Your Business Potential with Prudential AdvisorsWe are seeking experienced financial advisors to join our team and help them grow their business. As a senior financial advisor, you will have the opportunity to leverage our open architecture platform, competitive payouts, and practice building support to deliver an outstanding client experience.Our...

  • Financial Planner

    4 days ago


    Reston, Virginia, United States Dynamic Advisor Solutions Full time

    About the RoleDynamic Advisor Solutions is seeking a highly skilled Financial Planner to join our team in Phoenix, AZ. As a Financial Planner, you will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients.Key ResponsibilitiesAnalyze financial data to create comprehensive financial plans...


  • Reston, Virginia, United States Brio Financial Group Full time

    About Brio Financial GroupBrio Financial Group is a pure RIA firm with a strong commitment to our clients' best interests. We're looking for talented financial planners to join our team and help us achieve our aggressive growth plan.Job DescriptionWe're seeking a highly trustworthy and detail-oriented individual to join our team as a Financial Advisor...

  • Financial Advisor

    3 weeks ago


    Reston, Virginia, United States Capstone Partners Financial and Insurance Services Full time

    Empower Your Career VisionThe first product that a client buys, is you. You are the star of the show, and it's our goal to empower you to achieve your career vision.Capstone Partners Financial and Insurance Services is seeking an experienced financial advisor to partner with us on our mission to impact the lives of your clients in Southern California.What...

  • Financial Advisor

    4 weeks ago


    Reston, Virginia, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to embark on a rewarding career in finance? Northwestern Mutual is seeking a talented Financial Advisor to join our team in Springfield, MA. As a Financial Advisor, you will have the opportunity to make a meaningful impact on people's lives by helping them achieve their financial goals.About the...


  • Reston, Virginia, United States Cetera Advisor Networks LLC Full time

    Unlock Your Potential as a Financial Advisor with Cetera Wealth Management GroupAre you driven to help individuals and families achieve their financial goals? Do you have a passion for financial planning and wealth management? We invite you to join our dynamic team at Cetera Wealth Management Group as a Financial Advisor.As a Financial Advisor, you will have...

  • Financial Advisor

    4 days ago


    Reston, Virginia, United States Camarda Wealth Advisory Group Full time

    About Camarda Wealth Advisory GroupCamarda Wealth Advisory Group is a Fee-Only investment advisor dedicated to providing personalized financial services to successful families. Our Total Wealth Care approach encompasses portfolio management, tax optimization, estate planning, asset protection, retirement planning, and more.Job SummaryWe are seeking a...

  • Service Advisor

    4 days ago


    Reston, Virginia, United States E.A. Buck Financial Services Full time

    Service AdvisorAre you a customer service expert with a passion for delivering exceptional experiences? E.A. Buck Financial Services is seeking a highly skilled Service Advisor to join our team in Leland, NC. As a Service Advisor, you will play a critical role in ensuring the smooth operation of our office, providing top-notch support to our clients and...


  • Reston, Virginia, United States BCG Securities Full time

    About Us:BCG Securities is a leading independent broker-dealer and Registered Investment Advisor with over 50 years of experience serving clients across the United States. Our team of financial advisors is dedicated to providing exceptional client service and support, helping individuals and businesses achieve their financial goals.Our Mission:We strive to...


  • Reston, Virginia, United States Modern Wealth Management Full time

    Lead AdvisorThe primary objective of a Lead Advisor at Modern Wealth Management is to foster long-term client relationships and provide expert financial planning and investment recommendations to existing clients without supervision. They dedicate approximately 80% of their time to ongoing client relationships, ensuring seamless service and support....


  • Reston, Virginia, United States Advisor Business Solutions Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Planning and Analysis Intern to join our team at Advisor Business Solutions. As a Financial Planning and Analysis Intern, you will have the opportunity to gain hands-on experience in financial planning and analysis, working closely with our experienced professionals in the...


  • Reston, Virginia, United States Shoemaker Financial Full time

    About UsAt Shoemaker Financial, we're dedicated to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a crucial role in providing customized solutions to our clients, assessing their needs, and developing strategies to help them succeed.What We OfferAs a Financial Advisor with Shoemaker Financial, you'll receive...