Financial Advisor (Federal Experience Required)

Remote, USA Full-time Posted 30-10-2024 05:35

Stop Prospecting. Start Advising. Join Federal Retirement Experts

Ready to focus on what you do best - advising clients, not chasing them? Join a rapidly growing advisory firm that puts appointments on your calendar, not quotas on your desk. You can have Independence without Isolation...

What's In It For You
? Full Calendar, Zero Prospecting: Walk into 40-60 qualified appointments monthly with federal employees who already know and want to work with us
? Industry-Leading Compensation: 40% commission from day one, with long-term equity/vesting options
? Marketing Machine Behind You: Weekly TV shows on major networks, radio presence, and cutting-edge digital marketing, driving consistent leads
? True Independence: Work remotely while building your client base nationwide
? Unmatched Support: With an actual track to run on, you're never alone.
? Join a Family Business: Work for/with people who care about you at a company small enough that you know everyone's name but large enough to have a network TV show. Work with the same people over the years, and get to know your co-workers on yearly company trips.

You'll serve as a lead advisor, focusing exclusively on:
? Conducting discovery meetings with pre-qualified federal employees
? Creating comprehensive financial plans across 2-3 client meetings
? Managing client portfolios using our proven approach
? Converting warm leads into long-term client relationships

Required Qualifications
? Active Life & Health Insurance License
? Active Series 65 or 66 License
? Federal employee benefits expertise
? Strong interpersonal and closing skills

About Us

Jameson Financial Solutions (dba Federal Retirement Experts) maintains a AAA+ BBB rating and zero complaints throughout our history. We're a family-owned firm expanding nationwide, focused on comprehensive retirement planning for federal employees.

Perfect For Advisors Who
? Feel stuck prospecting instead of advising
? Want a proven system for client acquisition
? Are ready to maximize their earning potential
? Believe in comprehensive planning, including FIAs
? Seek independence without isolation

Take the next step in your career. Join a firm that invests in your success by handling the marketing while you focus on what matters - helping clients secure their retirement.

Job Type: Full-time

Pay: $60,000.00 - $240,000.00 per year

Compensation Package:
? 1099 contract
? Bonus opportunities
? Commission only
? Commission pay

Experience:
? Financial planning: 2 years (Preferred)

License/Certification:
? Life Insurance License (Required)

Work Location: Remote

Apply Job!

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