What are the responsibilities and job description for the Retirement Planning Advisor position at Success Financial Solutions?
Join Success Financial Solutions, LLC for a unique opportunity in insurance and retirement planning.
We are based in Western Pennsylvania, with offices in Pittsburgh, Somerset, Punxsutawney, and a new State College location opening Summer 2026.
We’re proud of our local roots and strengthened by a national partnership with American Senior Benefits, we offer access to more than 220 top insurance and financial companies. Our mission is simple: help retirees plan for healthcare, income, and long‑term financial security.
We’re looking for motivated, competitive, and entrepreneurial individuals to join our team. Whether you’re an experienced financial professional or exploring a new career path, success here starts with strong communication skills, self‑motivation, and a willingness to learn.
New advisors typically earn $55,000–$95,000 in their first year, with many surpassing $100,000 as their client base grows.
What We Offer
- Professional training designed for long‑term success
- One‑on‑one mentorship and ongoing support
- Access to top products across the financial services industry
- Ability to build your own business within our structure
- Turnkey marketing systems and lead support
- Competitive commission and long‑term residual income
- Career development and advancement opportunities
- Performance‑based bonuses
- Flexible scheduling
- Supportive, high‑performing team environment
- Clear pathways to leadership roles
What You’ll Do
- Meet with new clients to understand their needs
- Gather and analyze client information
- Recommend customized retirement and insurance solutions
- Provide ongoing service to existing clients
- Stay current with industry trends and training
Take the Next Step
If you’re driven to grow and ready for a meaningful career opportunity, we invite you to apply.
This could be the most impactful step you take toward your future.
Salary : $55,000 - $100,000