What are the responsibilities and job description for the Financial Advisor position at Stonebridge Wealth Systems, LLC?
Stonebridge Wealth Systems
Stonebridge Wealth Systems is a fast-growing, independent financial advisory firm specializing in comprehensive retirement planning. We serve mass affluent and high-net-worth individuals who are near or in retirement, helping them secure their financial future through strategic wealth management.
Our fully independent advisory approach ensures we focus solely on client interests.
With an aggressive marketing strategy, we provide a consistent flow of pre-qualified, high-intent prospects, eliminating the need for advisors to generate their own leads.
This allows our advisors to focus on client relationships, financial planning, and closing business.
Why This Opportunity?
- No Prospecting : We provide all client leads—advisors meet with high-intent, pre-qualified prospects.
- Unlimited Earning Potential : Competitive base salary with commissions on AUM, annuity placements, and other financial solutions.
- Growth-Oriented Culture : Top advisors can move into leadership and senior advisory roles.
- Full Support Team : Dedicated paraplanners, operations staff, and marketing support to enhance client interactions and streamline your workflow.
Who You Are?
This role is for a high-performing financial advisor who excels at closing business, is confident in front of clients, and has deep expertise in retirement planning, annuities (especially Fixed Indexed Annuities), and managed money solutions.
You are :
Key Responsibilities
Who This Role Is For
A financial advisor who wants to focus on sales, client relationships, and financial planning —not prospecting or administrative tasks.
A confident closer who thrives in high-stakes client meetings.
An experienced professional with strong knowledge of retirement planning and wealth management.
A team player who integrates well into a collaborative, growth-focused environment.
This role is NOT for someone who :
Prefers to generate their own leads and prospect.
Wants a lifestyle practice over a growth-focused environment .
Is uncomfortable asking clients to move their money and commit to a financial plan.
Qualifications & Requirements
Compensation & Benefits
Why Join Stonebridge Wealth Systems?
Take the Next Step
Apply today and start making an impact in clients’ lives while maximizing your earning potential!
