What are the responsibilities and job description for the Financial Advisor (Base Salary + No Prospecting) position at Magellan Financial & Insurance Services, Inc.?
Join Alloy Wealth : Where Advisors Thrive Without Prospecting!
At Alloy Wealth, we’re not just another financial advisory firm—we’re a fast-growing powerhouse dedicated to redefining how advisors spend their time. Forget cold calls and endless prospecting; here, you’ll focus on what truly matters : building relationships and crafting comprehensive financial plans .
With our robust marketing engine—including extensive media presence, cutting-edge digital strategies, and engaging live events—we fill your calendar with eager, qualified prospects who need your expertise. You’ll step into a role where your energy is spent on planning and advising , not chasing leads.
Compensation : Base of $80,000 - $120,000 % of revenue generated for the firm.
Your Role as a Financial Advisor at Alloy Wealth :
- Meet with ready-to-go prospects to understand their unique goals and dreams.
- Build customized financial plans that inspire confidence and drive results.
- Analyze current financial situations and recommend tailored strategies for success.
- Walk prospects through our proven process to convert them into satisfied clients.
- Manage client portfolios and deliver ongoing guidance with a personal touch.
- Run seminars and workshops
What We’re Looking For :
What We Provide :
At Alloy Wealth, you’ll have everything you need to succeed :
Alloy Wealth is an equal-opportunity employer.
Take the leap—your future clients (and career) are waiting!
