What are the responsibilities and job description for the Financial Advisor | Appointments Provided | Built for a Closer position at Secure Money Wealth & Tax?
You can close. So why does your firm still make prospecting your real job?
At Secure Money Advisors, we built an education-first marketing engine — workshops, radio, television — that puts qualified retirement households on the calendar. Now we're opening a King of Prussia office to serve greater Philadelphia, and we need one proven advisor to sit at the front of it: run the meetings, deliver the plan, ask for the business, and participate in the revenue you create.
If your best work happens across the table from a prospect, keep reading.
What you'll do
- Meet warm, firm-generated prospects — pre-retirees and retirees who found us through workshops, radio, TV, and educational content, not through your personal network.
- Lead discovery across retirement income, investments, taxes, estate coordination, healthcare, and risk.
- Present integrated recommendations across advisory, income, annuity, and insurance solutions — including fixed index annuities where they fit the plan — and close the right business.
- Own the client relationship while planning, case preparation, paperwork, and service teams carry the load behind you.
What you get
- Expected first-year total compensation of $95,000–$300,000 — negotiable, not commission-only, structured as a base plus a meaningful percentage of the revenue you generate, with income support from day one.
- A calendar built by the firm's marketing engine, so your time goes to advising and closing instead of cold outreach.
- The lead-advisor seat in a new metro-Philadelphia office, backed by an established retirement-planning firm, its process, and its support team.
- A platform spanning advisory, retirement-income, annuity, and insurance solutions — more ways to solve the whole problem for every household you sit with.
Who this is for
You've personally closed complex retirement-planning or wealth-management business, and you can prove it — funded relationships, real conversion, your name on the close. You run a plan-first, fiduciary-minded process, and you're open to recommending a fixed index annuity when it's genuinely right for the client. And you'd rather have a firm fill your calendar than chase maximum payout on a book you have to build alone.
Who it is not for
Fee-only purists who won't consider appropriate annuity solutions, educators who never ask for the business, and advisors who need remote work or an inherited book to succeed.
What you need
- An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation).
- An active life insurance license.
- The ability to work full-time, in person, from our King of Prussia office.
If you're the closer we just described, we'd like to meet you — and we're prepared to build the economics around what you can prove.
Pay: $95,000.00 - $300,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
License/Certification:
- Series 65 (Required)
- Life Insurance License (Required)
Ability to Commute:
- King of Prussia, PA 19406 (Required)
Work Location: In person
Salary : $95,000 - $300,000