What are the responsibilities and job description for the Senior Financial Advisor position at The Well?
About the Company
This firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.
About the Role
We're placing a Senior Financial Advisor with an established, fast-growing retirement-focused wealth management firm in Ellicott City, MD - and this one is different. If you're a proven closer who wants to focus on serving clients and building wealth - not hunting for prospects - this is the role.
Responsibilities
- Close retirement income planning appointments with pre-qualified prospects
- Present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
- Participate in seminars and educational workshops
- Follow a proven, standardized advisory process that drives consistent results
- Work alongside a collaborative team of junior advisors, paraplanners, and support staff
Qualifications
- 5-10 years of financial advisory experience focused on retirement income
- Active Series 65 and life and health licenses
- A track record of closing and a history of stable, long-term employment
- Willingness to work fully on-site in Ellicott City, MD
- A team-first mindset and commitment to following a proven process
Required Skills
- Retirement income specialist experience
- Ability to close retirement income planning appointments with pre-qualified prospects
- Ability to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
- Ability to participate in seminars and educational workshops
- Ability to follow a proven, standardized advisory process that drives consistent results
- Ability to work alongside a collaborative team of junior advisors, paraplanners, and support staff
Preferred Skills
- Experience working within a structured diamond team model
- Experience working with a multi-channel lead engine: TV, radio, seminars, webinars
Pay range and compensation package
- $90,000 - $150,000 base production bonus
- Exptected earnings $300,000 by year two
- W2 employment, generous base, and uncapped production compensation
- Relocation assistance available
Series 7, 6, or 63 are not required - this firm does not do stocks, bonds, or mutual funds. A book of business is not required to bring - leads are provided. The opportunity includes 20-40 inbound, pre-qualified leads per week with no cold calling and no prospecting, supported by a multi-channel lead engine: TV, radio, seminars, webinars, and a structured diamond team model where you close and your team supports.
Salary : $90,000 - $150,000