Financial Planner

About Libre Advisor Network

Libre Advisor Network is a growing, independent financial solutions firm, based in Worcester, MA, focused on helping financial professionals deliver an outstanding client experience by providing best-in-class business processing, technology, marketing, financial planning and practice management training and education, and case design support services—built on a leading-edge technology stack with comprehensive IT support. Wave goodbye to firms/OSJs that just "sign off on paperwork" and hello to your "forever firm", led by seasoned industry professionals dedicated to helping you grow and streamline your practice with white-glove, full-service transition support to get your next chapter started on the best foot possible.

Financial Advisor / Financial Planner

Location: Turnkey Office Space in East Providence, RI (Remote, Hybrid, and Massachusetts locations also available)

Employment Type: Full-Time, Office Space Available

Position Summary

We seek a Financial Advisor/Financial Planner in East Providence, RI, who is passionate about building long-term relationships and delivering comprehensive financial planning services and is looking for turnkey office space. This role is ideal for someone who thrives on continuous learning, values teamwork, and prioritizes building trust and rapport with clients over one-time transactions. The successful candidate will have a proven track record of generating significant revenue (GDC of $220 ), demonstrate commitment to professional development, and be driven to collaborate with internal and external partners—including Centers of Influence (COIs) such as CPAs, attorneys, and property & casualty (P&C) specialists.

Key Responsibilities

Client Engagement & Relationship Building:

• Serve as a trusted advisor to clients by developing customized financial plans that address their unique goals and needs.
• Continually review and adjust strategies to reflect changes in client life circumstances, market conditions, and regulatory requirements.

Business Development & Revenue Growth:

• Proactively seek new business opportunities, cultivate leads, and drive revenue growth to meet or exceed annual GDC goals of $220 .
• Develop strong relationships with current and prospective COIs, such as CPAs, attorneys, and P&C professionals, to expand referral networks and enhance client offerings.

Collaborative Planning:

• Work with fellow financial professionals within the network and Libre’s internal team to ensure seamless, comprehensive service delivery.
• Contribute insights and expertise to team discussions, assist in financial planning scenarios, and support colleagues' development.

Professional Development & Continuous Learning:

• Commit to ongoing education by keeping up to date with industry trends, product offerings, tax law changes, and regulatory updates.
• Pursue advanced credentials (if not already held) to demonstrate expertise and elevate the level of advice provided to clients.

Compliance & Operational Excellence:

• Adhere strictly to all firm policies, FINRA and SEC regulations, and state insurance requirements.
• Maintain accurate, well-organized client records in accordance with regulatory and firm standards.

Qualifications & Requirements

Experience:

Minimum of 5 years of successful financial services industry experience

Licenses & Certifications:

• FINRA Series 6, 7, 65 (or equivalent) licenses in good standing.
• Applicable State insurance licenses (Life, Health, etc.) in good standing or the ability to obtain promptly.
• Credentialed with, or actively pursuing, CFP®, ChFC, CLU, RICP, AEP, or similar reputable industry designations.

Skills & Attributes:

• Relationship-Oriented: Demonstrated ability to nurture trusted, long-term client relationships and foster loyalty.
• Team Player: Open to collaborating with colleagues to deliver holistic financial solutions and willing to share knowledge and expertise.
• Continuous Learner: Eagerness to keep pace with evolving financial planning strategies, product innovations, and market trends.
• Track Record: Proven ability to generate Gross Dealer Concession (GDC) of $220k annually, or a clear plan to reach that level.

Professional Development Focus:

• Commitment to ongoing training, attending relevant conferences, obtaining advanced industry certifications, and actively participating in internal and external educational opportunities.

Benefits & Compensation

• Competitive Compensation: Commission-based, up to 92% grid payout, depending on production level. There are NO product-specific or company-product selling requirements.
• Collaborative Culture: Work alongside seasoned professionals who value teamwork, mentorship, and knowledge sharing.
• Technology & Marketing Support: Access to robust financial planning software, marketing resources, and IT support to help expand your practice.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Libre Advisor Network are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Libre Advisor Network makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.