Description
The Relationship Advisor will serve as the primary advisor for a portion of our established client base, guiding clients through retirement planning, tax strategy conversations, healthcare and Medicare planning, income planning, estate and legacy considerations, and overall financial coordination through our THRIVE Planning Process.
There is no cold calling requirement, no prospecting quota, and no pressure to build a book from scratch. Instead, advisors are supported by a collaborative team focused on delivering an exceptional client experience.
Base compensation starts at $100,000+ with performance incentives based on experience and qualifications.
Responsibilities
• Serve as the primary advisor for ongoing client relationships and retirement planning conversations
• Conduct annual reviews and proactive planning meetings with clients
• Help clients navigate retirement income, tax planning, Medicare and healthcare decisions, market volatility, estate planning, and major life transitions
• Lead clients through the THRIVE Planning Process and coordinate planning recommendations across multiple areas of retirement
• Prepare and review financial plans, retirement analyses, and investment recommendations
• Coordinate follow-through on planning recommendations, client service requests, and post-meeting action items
• Collaborate with operations, client experience, and planning team members to ensure a high-quality client experience
• Stay current on retirement planning strategies, tax law developments, and industry best practices
• Maintain compliance standards, documentation, and professional communication
Qualifications
• Active Series 65 license required
• Active Life and Health Insurance License required
• CFP designation preferred or actively pursuing certification
• 4+ years of experience in financial planning, wealth management, or retirement planning
• Strong understanding of retirement income planning, investment management, and tax-efficient strategies
• Ability to explain complex financial concepts in a clear and understandable way
• Strong organizational skills and attention to detail
• Excellent communication and relationship-building abilities
• Professional, dependable, and client-focused mindset
• Comfortable using financial planning software, CRM systems, and modern technology platforms
