Managing Director – Lead Financial Advisor

Role Overview

• Serve as the Lead Financial Advisor for the division.
• Conduct retirement planning consultations with qualified prospects.
• Convert appointment-generated opportunities into long-term client relationships.
• Mentor and coach Financial Advisors.
• Provide case design support and planning guidance.
• Assist with advisor onboarding and development.
• Participate in strategic growth initiatives.
• Help build a national retirement planning platform.

Requirements

• Active Series 7 License
• Active Series 66 License (or equivalent)
• Active Life & Health Insurance License
• Minimum 10 years of Financial Advisory experience
• Strong retirement planning and client relationship management experience
• Experience working with affluent and pre-retiree clients
• Preferred CFP®, RICP®, ChFC®, or equivalent professional designation
• Federal retirement planning experience
• Advisor leadership experience
• Experience coaching or mentoring advisors
• Series 24 License
• Independent Broker-Dealer or Hybrid RIA experience

Benefits

• Competitive Base Salary
• Advisory Revenue Participation
• Insurance Production Compensation
• Leadership Incentives
• Team Growth Override Opportunities
• Profit Sharing
• Long-Term Partnership Opportunities