Financial Advisor

Job Title: Financial Advisor / Financial Planner

Location: Worcester, MA, East Providence, RI (Office Space Available), Anywhere in U.S.

Firm Overview:

Libre Advisor Network is a growing, independent OSJ based in Worcester, MA, with offices across New England and expanding nationwide. We have a reputation for helping financial professionals switch to an independent model to help you grow your business, streamline your operations, and deliver first-class service to your clients. Whether you want to join one of our existing groups or bring your own brand, we are laser-focused on helping you deliver an outstanding client experience by providing best-in-class business processing, technology, marketing, education, and case design support services.

Position Summary

We seek an experienced financial advisor or planner passionate about building long-term relationships and delivering comprehensive financial planning services. This role is ideal for someone who thrives on continuous learning, values teamwork, and prioritizes building trust and rapport with clients rather than focusing on one-time transactions. The successful candidate will have a proven track record of generating significant revenue (GDC of $150k ), demonstrate commitment to professional development, and be driven to collaborate with internal and external partners—including Centers of Influence (COIs) such as CPAs, attorneys, and property & casualty (P&C) specialists.

Key Responsibilities

Client Engagement & Relationship Building:

• Serve as a trusted advisor to clients by developing customized financial plans that address their unique goals and needs.
• Continually review and adjust strategies to reflect changes in client life circumstances, market conditions, and regulatory requirements.

Business Development & Revenue Growth:

• Proactively seek new business opportunities, cultivate leads, and drive revenue growth to meet or exceed annual GDC goals of $150k .
• Develop strong relationships with current and prospective COIs, such as CPAs, attorneys, and P&C professionals, to expand referral networks and enhance client offerings.

Collaborative Planning:

• Work with fellow financial professionals within the network and Libre’s internal team to ensure seamless, comprehensive service delivery.
• Contribute insights and expertise to team discussions, assist in financial planning scenarios, and support colleagues' development.

Professional Development & Continuous Learning:

• Commit to ongoing education, keeping up-to-date with industry trends, product offerings, tax law changes, and regulatory updates.
• Pursue advanced credentials (if not already held) to demonstrate expertise and elevate the level of advice provided to clients.

Compliance & Operational Excellence:

• Adhere strictly to all firm policies, FINRA and SEC regulations, and state insurance requirements.
• Maintain accurate and organized client records in alignment with regulatory and firm standards.

Qualifications & Requirements

Experience:

Minimum of 5 years of successful financial services industry experience

Licenses & Certifications:

• FINRA Series 6, 7, 65 (or equivalent) licenses in good standing.
• Applicable State insurance licenses (Life, Health, etc.) in good standing or the ability to obtain promptly.
• Credentialed with, or actively pursuing, CFP®, ChFC, CLU, RICP, AEP or similar reputable industry designations.

Skills & Attributes:

• Relationship-Oriented: Demonstrated ability to nurture trusted, long-term client relationships and foster loyalty.
• Team Player: Open to collaborating with colleagues to provide holistic financial solutions, with a willingness to share knowledge and expertise.
• Continuous Learner: Eagerness to keep pace with evolving financial planning strategies, product innovations, and market trends.
• Track Record: Proven ability to generate Gross Dealer Concession (GDC) of $150k annually or a clear plan for reaching that level.

Professional Development Focus:

• Commitment to ongoing training, attending relevant conferences, obtaining advanced industry certifications, and actively participating in internal and external educational opportunities.

Benefits & Compensation

• Competitive Compensation: Commissions-based, up to 92% grid payout, depending on production level. There are NO product-specific or company-specific selling requirements.
• Collaborative Culture: Work alongside seasoned professionals who value teamwork, mentorship, and knowledge sharing.
• Technology & Marketing Support: Access to robust financial planning software, marketing resources, and IT support to help expand your practice.

Application Instructions

To apply, please send your resume to careers@libreadvisor.com detailing your experience, licenses, certifications, and career achievements. Qualified candidates will be contacted for an initial phone interview.

Join the Libre Advisor Network and go independent today to control your destiny and best serve your clients. For more information about Libre Advisor Network, visit: https://www.libreadvisor.com