Financial Advisor

Position Overview

Empower Wealth & Tax is a rapidly growing, retirement-focused financial advisory firm specializing in comprehensive financial planning for mass affluent pre-retirees and retirees .

We are seeking a proven closer —a Lead Advisor who can confidently guide clients through the financial planning process , build trust , and convert appointments into long-term clients .

This is a high-opportunity role for an advisor with strong sales and planning abilities . No prospecting is required —the firm provides a steady flow of pre-qualified appointments through robust marketing efforts .

Your primary focus will be meeting with clients , understanding their financial needs , developing tailored retirement strategies , and closing business by securing AUM and implementing fixed-indexed annuity (FIA) solutions .

Key Responsibilities

• Meet with pre-set, qualified appointments generated by the firm’s marketing efforts.
• Conduct comprehensive financial and retirement planning consultations with mass affluent clients.
• Educate clients on investment strategies, annuities, tax efficiency, and income planning tailored to their retirement goals.
• Develop and present customized financial plans and investment solutions.
• Close business—secure AUM, fixed-indexed annuities, and other relevant financial products.
• Build and maintain long-term client relationships, ensuring ongoing trust and satisfaction.
• Maintain compliance with fiduciary standards and state / federal regulations.

Qualifications & Skills

Licensing (Required) :

Experience & Competencies :

Compensation & Benefits

Ideal Candidate Profile

The ideal candidate is an experienced financial advisor with a closer’s mindset—someone who thrives in a fast-paced, appointment-based system and is focused on converting clients and securing assets.

This is an exceptional opportunity for an advisor who excels at closing business but does not want to prospect .

Empower Wealth & Tax provides the tools, marketing, and leads—we need an advisor who can consistently turn those opportunities into new business.

Apply Today!

Take Your Advisory Career to the Next Level with Empower Wealth & Tax!