What are the responsibilities and job description for the Financial Advisor position at Owen LaRue Financial Group?
Overview
Owen LaRue Financial is a growing, independent financial planning and investment advisory firm serving individuals, families, and business owners with a long-term, relationship-driven approach. We are seeking motivated Financial Advisors—either experienced advisors or accomplished professionals from other industries—who want to build a meaningful career helping clients achieve financial clarity and long-term success.
This role is ideal for individuals who value autonomy, professionalism, and a client-first advisory model, and who want to grow within a firm that emphasizes integrity, collaboration, and sustainable practice development.
Who We’re Looking For
We are open to two primary profiles:
1. Experienced Financial Advisors
- Currently licensed and advising clients
- Interested in joining an independent RIA platform
- Seeking better support, growth opportunities, or succession planning
2. Successful Professionals Seeking a Career Change
- Proven track record in sales, consulting, banking, insurance, accounting, management, or a related field
- Strong relationship-building skills and business acumen
- Desire to transition into a professional financial advisory career with training and long-term upside
Responsibilities
- Develop and manage long-term client relationships built on trust and fiduciary care
- Provide comprehensive financial planning, including retirement, investment, tax-aware, estate, and risk-management strategies
- Prospect, onboard, and retain clients through networking, referrals, and community engagement
- Educate clients on financial strategies and market conditions in a clear, professional manner
- Collaborate with internal team members to deliver a high-quality client experience
- Maintain compliance with regulatory and firm standards
- Participate in ongoing professional development and training
Qualifications
- Bachelor’s degree preferred (or equivalent professional experience)
- Strong interpersonal, communication, and analytical skills
- High ethical standards and a client-first mindset
- Self-motivated with the ability to manage time, priorities, and client relationships independently
Licensing (One of the following):
- Active Series 65 (or Series 7 & 66), or
- Willingness to obtain required licensing within a defined onboarding period (firm support provided)
Compensation & Growth
- Competitive compensation structure based on experience (salary, revenue sharing, or hybrid model)
- Clear career progression with long-term earning potential
- Opportunity to build or transition a book of business
- Mentorship and support from senior advisors
- Access to planning tools, compliance infrastructure, and operational support
Why Owen LaRue Financial
- Independent, fiduciary-focused advisory firm
- Emphasis on long-term relationships—not product sales
- Entrepreneurial culture with professional structure
- Supportive team environment with growth mindset
- Opportunity to build a lasting career with real equity in your success
How to Apply
Qualified candidates should submit a resume and brief introduction outlining their background and interest in joining Owen LaRue Financial.
- All information is confidential for your benefit.