Wealth Management Advisor

Job Overview

This position is open for applicants until 22-Nov-2025. Early closure may occur due to high application volume.

Are you considering a rewarding career shift? Joining us as a financial advisor might be your next best decision. In this role, you'll work closely with clients to guide them toward their financial aspirations: whether that's retirement planning, wealth accumulation, estate management, or education funding. As a financial advisor with us, you will cultivate your own practice, supported by your branch community, a dedicated home-office team, and fellow regional advisors. Benefit from a century of expertise while serving over eight million clients across North America.

We value our financial advisors as essential team players, contributing significantly to our success thanks to their diverse experiences and professional journeys. We foster an inclusive atmosphere where various perspectives drive results. As a financial advisor, you'll lead your branch team to provide exceptional client service, gaining a deep understanding of your clients' goals to cultivate trust and help them remain focused on their financial journey. Together, you will positively impact lives and help clients reach their long-term financial objectives, making a tangible difference in your community.

Our Commitment to Your Success

• Comprehensive paid training—Get registered and licensed and learn to excel as a financial advisor through our leading training program.
• Salary guarantee during your first five years as you grow your practice.
• A fully equipped branch office to serve the community.
• Branch support to enhance your ability to focus exclusively on your clients.
• A collaborative network that stretches from your local branch through regional support to central office assistance—work independently, yet with thousands behind you.

Your Potential Awaits

• No limits on your earning capacity; your compensation directly reflects your effort.
• A diverse compensation plan includes commission opportunities, profit sharing, and incentives for travel.
• Flexible work arrangement to balance your personal and professional life.
• An organizational culture that emphasizes continuous improvement and development.

Key Responsibilities

• Establish and nurture relationships to attract new clients through various strategies, including networking, referrals, social media, and presentations.
• Gain profound insights into clients' needs to build trust and devise tailored financial strategies to meet their goals.
• Manage branch operations to ensure a top-notch client experience aligned with firm policies and regulatory standards.
• Collaborate with your team to formulate, assess, and adjust the branch business plan for optimal results.
• Foster a supportive branch atmosphere of trust, respect, feedback, and accountability.

Required Skills and Characteristics

• A keen interest in financial services and markets.
• A passion for learning, facing challenges, and a drive to succeed.
• Exceptional relationship-building abilities.
• Critical thinking skills.
• An eagerness for new opportunities.

Minimum Qualifications

• A bachelor's degree is preferred or equivalent experience in financial services.
• Experience in sales or financial services.
• Existing financial services certifications or registration is a plus.
• Career progress in professional or military settings.

Licensing Requirements

• SIE (can be obtained independently), Series 7, and Series 66 registrations are necessary; if not currently licensed, you can earn these at our firm during your paid study period.
• FINRA registrations must be obtained within three months. State insurance licenses will be necessary.
• Completion of ongoing training by the firm, along with regulatory required CE, is essential to maintain licensure.

About Us

Join a firm that values your contributions. We are a Fortune 500 company prioritizing people and clients ahead of shareholder profits. With over 9 million clients and 20,000 advisors across the U.S. and Canada, we are proud of our private ownership, which allows us to focus on service rather than shareholder gains. Our mission is to partner for positive impact to enhance the lives of our clients, colleagues, and the communities we serve.