Your Next Career Move: Transform Lives as a Financial Advisor
Are you a dynamic financial professional with a passion for guiding pre-retirees and retirees toward financial security?
Martin Wealth Solutions, an independent fiduciary firm, is expanding and seeking a dedicated Financial Advisor to join our team, serving clients across our Lynchburg and Roanoke offices.?
Why This Opportunity Stands Out:
Client-Centric Focus: Engage exclusively with warm, pre-qualified prospects-no cold calling or self-sourced business required.?
Comprehensive Support: Benefit from robust marketing and lead generation systems, ensuring a steady stream of potential clients.?
Professional Growth: Join a rapidly growing firm committed to your development and success.?
Key Responsibilities:
Client Engagement: Conduct scheduled meetings at both Lynchburg and Roanoke locations, developing and presenting customized financial plans tailored to each client's retirement goals.?
Financial Planning: Recommend and implement solutions using managed money, fixed-indexed annuities, and other suitable financial vehicles.?
Relationship Building: Educate clients on investment strategies, income planning, tax-efficient withdrawals, and estate planning considerations, fostering long-term relationships.?
What We're Looking For:
Licensing: Series 65 License (or equivalent SEC-qualifying designation) and Life & Health Insurance License (or willingness to obtain).?
Experience: 2-3 years in financial planning, retirement planning, or wealth management, with a proven ability to convert prospects into long-term clients.?
Expertise: Solid understanding of fee-based investing, managed portfolios, and annuities, particularly fixed-indexed annuities.?
Flexibility: Willingness to split time between our Lynchburg and Roanoke offices, managing significant commuting between the two locations.?
Compensation & Benefits:
Competitive Salary: Base salary ranging between $50,000 and $70,000 per year, based on experience and production potential. High-performing advisors can achieve low six-figure earnings within the first year.?
Performance Incentives: Compensation structured as a blend of base salary plus commission/bonus, rewarding performance in AUM growth, fee revenue, and annuity production.?
Comprehensive Benefits: Medical, dental, vision, 401k, and PTO to attract and retain top talent.?
About Martin Wealth Solutions:
Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind.
We specialize in retirement planning, wealth management, and income strategies-primarily utilizing fee-based managed money and fixed-indexed annuities to serve the mass affluent retirement-aged demographic.
As an independent firm not affiliated with a broker-dealer, our advisors act as fiduciaries, delivering conflict-free advice. ?
Ready to Make a Difference?
If you're a confident closer, a relationship-builder, and a retirement planning specialist eager to grow your career within an expanding organization, we invite you to apply.
Join Martin Wealth Solutions and help clients secure a successful retirement while advancing your career in a forward-thinking, growing firm.?
Martin Wealth Solutions is an Equal Opportunity Employer.