Senior Financial Advisor

Senior Financial Advisor | $90,000 - $150,000 base + production bonusAbout the CompanyThis firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.About the RoleWe'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.ResponsibilitiesClose retirement income planning appointments with pre-qualified prospectsPresent AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutionsParticipate in seminars and educational workshopsFollow a proven, standardized advisory process that drives consistent resultsWork alongside a collaborative team of junior advisors, paraplanners, and support staffQualifications5-10+ years of financial advisory experience focused on retirement incomeActive Series 65 and life and health licensesA track record of closing and a history of stable, long-term employmentWillingness to work fully on-site in Ellicott City, MDA team-first mindset and commitment to following a proven processRequired SkillsRetirement income specialist experienceAbility to close retirement income planning appointments with pre-qualified prospectsAbility to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutionsAbility to participate in seminars and educational workshopsAbility to follow a proven, standardized advisory process that drives consistent resultsAbility to work alongside a collaborative team of junior advisors, paraplanners, and support staffPreferred SkillsExperience working within a structured diamond team modelExperience working with a multi-channel lead engine: TV, radio, seminars, webinarsPay range and compensation package$90,000 - $150,000 base + production bonusExptected earnings $300,000+ by year twoW2 employment, generous base, and uncapped production compensationRelocation assistance availableSeries 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. 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.