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Senior Financial Advisor

  • Senior Financial Advisor job type Posted on: Nov 01, 2026
  • Senior Financial Advisor experience level MDRN Capital ™
  • Senior Financial Advisor employment type Remote, Remote
  • Senior Financial Advisor salary Salary: $12 per hour
  • Senior Financial Advisor employment type Remote
  • Senior Financial Advisor salary Full-time

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Job Title :

Senior Financial Advisor

Job Type :

Full-Time

Job Location :

Remote Remote United States

Remote :

Yes

Jobcon Logo Job Description :

About MDRN CapitalAre you looking for a career where your compensation, support, and opportunities don't change every year?At MDRN Capital, we've built a retirement-focused advisory firm designed to let advisors do what they do best—serve clients. We eliminate the distractions of prospecting, marketing, and chasing leads so you can focus on helping retirees make confident financial decisions.As a fully remote, fiduciary-focused RIA, we provide a steady stream of qualified retirement appointments, dedicated operational support, and a transparent compensation structure that rewards consistency and performance.No cold calling. No door knocking. No buying leads. No marketing required.About the RoleWe're seeking experienced retirement professionals who understand both investment management and Fixed Indexed Annuities.Whether your experience comes from advising clients directly, wholesaling retirement products, serving as a product specialist, or partnering with financial advisors, you have a strong understanding of how Fixed Indexed Annuities fit into comprehensive retirement income planning.This is not an entry-level position. Our advisors meet with qualified retirement-focused households every week and are expected to confidently guide clients through investment and insurance solutions in a fiduciary environment.What You'll DoConduct retirement planning conversations with pre-retirees and retireesMeet with 12–15 new qualified appointments each week, along with follow-up appointmentsBuild comprehensive retirement income strategies utilizing investments and Fixed Indexed Annuities when appropriateEducate clients on retirement income, risk management, guaranteed income solutions, and long-term financial planningDeliver recommendations in a compliant, fiduciary-first environmentWork closely with operations, onboarding, compliance, and support teams so your focus remains on serving clientsNo prospecting, cold calling, marketing, seminar hosting, or lead generation responsibilitiesWhat We're Looking ForRequired QualificationsActive Series 65 (or ability to obtain before start date)Active Life & Health insurance license (or ability to obtain before start date)Minimum 3–5 years of client-facing financial services experienceStrong consultative sales skillsExperience working with retirement-age clientsInsurance-only sales backgrounds without investment advisory experience are not a fit for this rolePreferred Experience5+ years of professional Fixed Indexed Annuity (FIA) experience, whether as a:Financial AdvisorInvestment Advisor RepresentativeInternal or External WholesalerProduct SpecialistRetirement ConsultantOther retirement-focused financial services professionalStrong understanding of retirement income planning, Fixed Indexed Annuities, accumulation strategies, income riders, and suitability considerationsExperience presenting retirement solutions to clients and/or educating financial advisors on retirement productsCompensation & BenefitsW-2 EmployeeCompetitive base salary (commensurate with experience)Target first-year compensation: $150,000+More than 80% of MDRN advisors exceed $150,000 during their first yearPerformance incentives designed to reward consistency—not heroics401(k)Medical, Dental & Vision InsurancePaid HolidaysUnlimited PTOTop performers regularly earn well beyond first-year targets.Why MDRN Capital?We believe great advisors should spend their time advising—not hunting for prospects.When you join MDRN Capital, you'll receive:Qualified retirement-focused appointmentsA collaborative, team-first cultureDedicated operational and compliance supportRemote-first flexibilityTransparent compensationA growing national brand committed to fiduciary adviceIf you're passionate about helping retirees, enjoy meaningful client conversations, and want to spend your time closing qualified opportunities instead of finding them, we'd love to hear from you.What We Offer:Remote-first work culture with a fast-moving, high trust teamUnlimited PTO, paid holidays, and full benefitsEqual Opportunity StatementMDRN Capital is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals.

Jobcon Logo Position Details

Posted:

Nov 01, 2026

Reference Number:

10440_4424219096

Employment:

Full-time

Salary:

$12 per hour

City:

Remote

Job Origin:

APPCAST_CPC

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About MDRN CapitalAre you looking for a career where your compensation, support, and opportunities don't change every year?At MDRN Capital, we've built a retirement-focused advisory firm designed to let advisors do what they do best—serve clients. We eliminate the distractions of prospecting, marketing, and chasing leads so you can focus on helping retirees make confident financial decisions.As a fully remote, fiduciary-focused RIA, we provide a steady stream of qualified retirement appointments, dedicated operational support, and a transparent compensation structure that rewards consistency and performance.No cold calling. No door knocking. No buying leads. No marketing required.About the RoleWe're seeking experienced retirement professionals who understand both investment management and Fixed Indexed Annuities.Whether your experience comes from advising clients directly, wholesaling retirement products, serving as a product specialist, or partnering with financial advisors, you have a strong understanding of how Fixed Indexed Annuities fit into comprehensive retirement income planning.This is not an entry-level position. Our advisors meet with qualified retirement-focused households every week and are expected to confidently guide clients through investment and insurance solutions in a fiduciary environment.What You'll DoConduct retirement planning conversations with pre-retirees and retireesMeet with 12–15 new qualified appointments each week, along with follow-up appointmentsBuild comprehensive retirement income strategies utilizing investments and Fixed Indexed Annuities when appropriateEducate clients on retirement income, risk management, guaranteed income solutions, and long-term financial planningDeliver recommendations in a compliant, fiduciary-first environmentWork closely with operations, onboarding, compliance, and support teams so your focus remains on serving clientsNo prospecting, cold calling, marketing, seminar hosting, or lead generation responsibilitiesWhat We're Looking ForRequired QualificationsActive Series 65 (or ability to obtain before start date)Active Life & Health insurance license (or ability to obtain before start date)Minimum 3–5 years of client-facing financial services experienceStrong consultative sales skillsExperience working with retirement-age clientsInsurance-only sales backgrounds without investment advisory experience are not a fit for this rolePreferred Experience5+ years of professional Fixed Indexed Annuity (FIA) experience, whether as a:Financial AdvisorInvestment Advisor RepresentativeInternal or External WholesalerProduct SpecialistRetirement ConsultantOther retirement-focused financial services professionalStrong understanding of retirement income planning, Fixed Indexed Annuities, accumulation strategies, income riders, and suitability considerationsExperience presenting retirement solutions to clients and/or educating financial advisors on retirement productsCompensation & BenefitsW-2 EmployeeCompetitive base salary (commensurate with experience)Target first-year compensation: $150,000+More than 80% of MDRN advisors exceed $150,000 during their first yearPerformance incentives designed to reward consistency—not heroics401(k)Medical, Dental & Vision InsurancePaid HolidaysUnlimited PTOTop performers regularly earn well beyond first-year targets.Why MDRN Capital?We believe great advisors should spend their time advising—not hunting for prospects.When you join MDRN Capital, you'll receive:Qualified retirement-focused appointmentsA collaborative, team-first cultureDedicated operational and compliance supportRemote-first flexibilityTransparent compensationA growing national brand committed to fiduciary adviceIf you're passionate about helping retirees, enjoy meaningful client conversations, and want to spend your time closing qualified opportunities instead of finding them, we'd love to hear from you.What We Offer:Remote-first work culture with a fast-moving, high trust teamUnlimited PTO, paid holidays, and full benefitsEqual Opportunity StatementMDRN Capital is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals.

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