Licensed Financial Advisor

3 days ago

Arlington, VA, United States Golden Wealth Strategies Full time

Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients? If so, this may be the best career move you’ll ever make. Responsibilities: • Manage and service your existing clients • Grow your book with warm inbound opportunities • Deliver comprehensive retirement and financial plans • Provide clients with guaranteed income, tax strategies, and long-term planning solutions • Work collaboratively with our planning and case design team • Educate clients and guide them toward smart, stable financial decisions Qualifications: We are recruiting an advisor who is: • Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt) • Already managing a book of business • Motivated to scale with a more supportive platform • A fiduciary-minded professional who puts clients first • A strong communicator who enjoys building long-term relationships • Interested in expanding into tax planning, annuities, and retirement income planning Compensation: $127,000 - $250,000 yearly

• Manage and service your existing clients • Grow your book with warm inbound opportunities • Deliver comprehensive retirement and financial plans • Provide clients with guaranteed income, tax strategies, and long-term planning solutions • Work collaboratively with our planning and case design team • Educate clients and guide them toward smart, stable financial decisions

Compensation:
$127,000-$250,000 per year

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