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Are you a dynamic financial advisor ready to advance your career and take on a lead role in a rapidly growing firm? If you're prepared to move beyond prospecting and focus on what matters mosthelping clients achieve financial security, this is the opportunity you've been waiting for.
Our firm offers immediate client meetings, autonomy, and uncapped potential for growth in an entrepreneurial environment that values genuine client care and authentic advising.

[The Opportunity]

Join an independent, forward-thinking retirement and wealth management firm in South Jordan, Utah, with plans to expand across multiple cities.
As our lead advisor, you'll receive all the tools, resources, and client appointments needed to hit the ground running, focusing entirely on building plans and closing the business.
Your role will be essential in helping clients make informed decisions typically grounded in two categories:
Assets under management (AUM) and fixed-indexed annuities (FIA).

[Why This Role?]

  1. Compensation:
    Base salary of $60,000 plus 15% of the revenue you generate for the firm, with no cap.
    Additional perks include a Simple IRA with a 3% match and annual trips for achieving goals.
  2. No Prospecting:
    Warm leads and a robust digital marketing strategy mean your calendar will be filled with clients looking for guidanceno cold calling required.
  3. Growth & Autonomy:
    Enjoy flexibility in managing your schedule and autonomy to drive success.
    Collin values advisors who can work independently while ethically closing business.

[What You'll Do]

  • Meet with clients provided by the firm, taking them through a comprehensive, fiduciary-based planning process.
  • Build and execute financial plans prioritizing client goals, leveraging our AUM and FIA approach.
  • Participate in seminars and client events, potentially presenting to prospective clients.
  • Collaborate with our support team, handle initial lead calls, and schedule appointments.

[Who You Are]

  • A licensed advisor (Life and Health Insurance, Series 65/66) with around four years of experience in financial advising or a related role.
  • A people-person with strong communication and closing skills, ready to hit the ground running in a collaborative, client-centered firm
  • Authentic and dedicated to prioritizing client needs, thriving in a role that values results over polish

This is a unique chance to join and shape the future of a fast-growing firm.
Missing out on this could be missing the opportunity that changes your career.

Read the full job description and apply online on the recuiter's web-site

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