Job Description
We're looking for an experienced advisor ready to grow an established or existing practice within a firm that combines boutique-level relationships with institutional-grade resources and support.
Key Responsibilities- Deliver comprehensive, goals-based financial planning and wealth strategies, evaluating client needs and customizing solutions
- Build and grow a client base through referrals, networking, and proactive outreach - with support transitioning or growing an existing book
- Stay current on financial planning tools, strategies, and industry trends
- Leverage SFG's full suite of resources - planning, product, marketing, and compliance support - to deliver the best possible outcomes for clients
- Commit to continuous professional development to advance your practice and your career
Required Qualifications- 3+ years of experience in wealth management, with a track record of managing client portfolios and driving business growth
- FINRA Series 7 & 66 (or Series 63 & 65) registrations
- Life & Health Insurance license (or willing to obtain)
- Strong expertise in finance, investments, and retirement planning strategies
- Strong relationship-building and business development skills
Preferred Qualifications- Bachelor's degree or higher
- Additional certifications such as CFP or CRPC
- Demonstrated ability to drive lead generation and balance investment management, client acquisition, and sales activity
- Exceptional written and verbal communication skills
- Highly entrepreneurial and self-motivated
Featured Benefits- Competitive payout structure with support for advisors transitioning an existing book
- Access to in-house planning, product, marketing, and compliance resources
- Licensing & Certification Support
- Medical, Dental, Vision Insurance
- 401(k)
Ready to grow your practice with a firm built on 120+ years of trust? Apply today.
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