Financial Advisor

Transform Your Career – Financial Advisor Role with Unmatched Support

Are you a talented financial advisor ready to focus on what you do best—helping clients achieve financial security and success? Family Wealth Planning Partners offers an extraordinary opportunity to grow your career without the grind of prospecting.

This role is perfect if you:

• Feel stuck in your current role, with no clear path for growth.
• Are frustrated by endless prospecting instead of meaningful client work.
• Want to be part of a fast-growing, marketing-driven firm that fills your calendar with appointments.

What You’ll Do:

• Guide clients through a proven financial planning process, spanning 2–3 meetings.
• Help clients consolidate assets, manage investments, and secure their financial futures.
• Close business with new clients using our planning-first approach.
• Leverage a steady flow of pre-qualified appointments and cutting-edge marketing support.

Why This Opportunity Stands Out:

• No Prospecting, Ever: Your time is valuable, and we ensure it’s spent building relationships and managing assets, not searching for leads.
• Top-Tier Compensation: Start with a competitive base salary and quickly earn a significant percentage of the revenue you generate.
• Growth and Development: Join a team where your success is everyone’s priority. Expect to learn, grow, and achieve more than you thought possible.
• Flexibility to Excel: Whether you’re focused on AUM, annuities, or a balanced mix, our adaptable platform supports your strengths.

Ideal Candidate Traits:

• Active Life Insurance and Series 65 Licenses.
• Proven success in financial advising, with experience meeting directly with clients.
• Strong sales and closing skills, passionate about helping clients achieve their goals.
• Motivated, coachable, and excited to embrace new opportunities.
• A track record of hard work, professionalism, and integrity.

Don’t let another year pass in a role that isn’t moving you forward. Step into a career where your potential is limitless and your impact is profound. Apply now and discover how Family Wealth Planning Partners can transform your career.