What are the responsibilities and job description for the Financial Advisor position at Martin Wealth Solutions?
Company Overview
Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind. Specializing in retirement planning, wealth management, and income strategies, the firm primarily serves the mass affluent, retirement-aged demographic through fee-based managed money and fixed-indexed annuities (FIAs).
Martin Wealth Solutions is not affiliated with a broker-dealer, enabling advisors to operate as fiduciaries and offer conflict-free financial advice. The firm’s robust marketing and lead-generation system ensures a steady stream of qualified appointments—eliminating the need for cold prospecting.
Position Overview
This role is designed for a highly skilled, sales-driven Financial Advisor who thrives in a client-facing capacity. Advisors will focus on meeting with pre-qualified prospects, developing tailored financial plans, and closing business.
There is no prospecting required—advisors spend their time advising clients and closing sales.
Key Responsibilities
- Conduct scheduled meetings with pre-qualified prospects.
- Develop and present customized financial plans focused on retirement security and asset management.
- Recommend and implement solutions using managed money, fixed-indexed annuities, and other financial vehicles.
- Educate clients on investment strategies, income planning, and tax-efficient withdrawals.
- Convert high-quality leads into long-term clients through effective sales conversations.
- Collaborate with internal planning and operations teams to execute client strategies.
- Maintain compliance with fiduciary standards and industry regulations.
Qualifications & Experience
Required :
Preferred :
Compensation & Benefits
Why Join Martin Wealth Solutions?
Ready to Advance Your Career?
If you are a performance-driven Financial Advisor eager to eliminate prospecting and maximize your earning potential.
Apply today to join Martin Wealth Solutions and help clients achieve a secure retirement.
Salary : $80,000 - $160,000
