Financial Consultant (3 yrs exp & Insurance License req.)
Job Title: Financial Representative – Boutique Financial Services PracticeLocation: Flexible /Remote options availableAbout the Practice:Join a boutique financial services practice specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private wealth solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product access, integrated technology, and compliance support without compromising advisor independence.Role Overview:The ideal candidate is an experienced financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals ready to align with a growth-focused independent practice that prioritizes client value creation, long-term wealth strategies, and advanced tax integration. Key Responsibilities:• Deliver holistic financial planning focused on tax efficiency, asset protection, and accumulation strategies.• Build and manage a client base with a consultative, relationship-driven approach. • Collaborate with our advisory and tax teams to design and implement coordinated client strategies. • Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability. Candidate Requirements:• Minimum 3 years of financial services industry experience. • Documented annual production exceeding six figures. • Active FINRA series licenses and state insurance credentials. • Entrepreneurial mindset with a client-first approach to advisory relationships.• Desire for professional autonomy and long-term partnership potential. What’s Offered:• Hyper-competitive commission structure. • Full 100% ownership of your investment book of business. • Strategic support for marketing, practice management, and growth initiatives. • Access to a top 5 independent broker-dealer platform and exclusive planning resources. • Opportunity to build equity in a financial services practice with an established nationwide footprint. If you’re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation.Job Types: Full-time, ContractPay: From $100,000.00 per yearBenefits:• 401(k)• 401(k) matching• Dental insurance• Flexible schedule• Health insuranceApplication Question(s):• Do you have a valid securities license or the interest in pursuing licensing? Experience:• Financial Services Industry: 3 years (Required)License/Certification:• insurance license (Required)Work Location:Remote Apply tot his job