What are the responsibilities and job description for the Financial Advisor | Retirement Planning position at Magellan Financial & Insurance Services, Inc.?
Financial Advisor – Retirement Planning
Dagher Wealth Management | Greator Boston | On-Site
Dagher Wealth Management is hiring a Financial Advisor to join its growing retirement planning practice in Walpole, MA.
Dagher Wealth Management has already built a strong demand engine through TV, radio, seminars, workshops, digital marketing, retirement education, and published thought leadership. The opportunity is to step into a firm-generated activity model, meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into long-term client relationships.
This advisor will work directly with the founders and serve as a key client-facing voice inside the practice. You will participate in seminars and workshops, meet with prospective and existing clients, support retirement income planning conversations, etc.
What we’re looking for:
- Recent client-facing experience as a Financial Advisor, Retirement Advisor, Financial Planner, or similar role
- Proven ability to build trust, guide conversations, and help convert prospects into clients
- Series 65/66 or equivalent advisory registration
- Life insurance license, or ability to operate appropriately on the insurance side
Preferred experience:
- CFP®, CRPC®, or similar planning/retirement designation
- Retirement income planning experience
- Seminar or workshop experience
- Backgroundadvisory firm
If you are an advisor who wants stronger activity, direct founder access, and the ability to grow with an independent retirement planning firm, let's talk!