What are the responsibilities and job description for the Financial Advisor position at Magellan Financial & Insurance Services, Inc.?
Are You an Advisor Who Can Close?
Are you tired of spending more time chasing leads than actually advising? What if you could step into a role where your calendar is filled with high-quality appointments, and your only job is to do what you do best—meet with clients, build financial plans, and close business?
At Stauffer Retirement Planning, our marketing machine is in overdrive. We’re bringing in a flood of potential clients—we just need an elite closer to turn those opportunities into long-term relationships.
What Makes This Opportunity Different?
- No Prospecting – We handle all the marketing, prospecting, and appointment setting. You’ll meet with qualified prospects who want your help.
- A Proven Process – You’ll operate within a refined system designed to convert prospects into clients through a structured financial planning process.
- Massive Growth Potential – Our firm is rapidly expanding, fueled by a surge in demand for retirement planning services for mass-affluent pre-retirees and retirees.
- Focus on What Matters – No distractions. Just financial planning, asset management, and fixed-indexed annuities—the core of what our clients need.
What You’ll Be Doing
Who You Are
Why Advisors Love Working Here
No wasted effort – Stop chasing leads and focus on closing .
Full-time, in-office role – Be part of a collaborative team that’s invested in your success .
A growing firm with a powerful brand – We’re committed to helping more clients than ever before , and you’ll be at the forefront of that growth.
If you’re ready to take your advisory career to the next level—without the headaches of prospecting—apply today!
Note : This is an in-office role in St. George, Utah. Remote applications will not be considered.
