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Family Fiduciary Services, Inc., an independent Registered Investment Advisor (RIA), is seeking a licensed Financial Advisor who is entrepreneurial and driven.We support advisors with leads and established prospecting channels and offer a collaborative environment.
Key Responsibilities:
* Grow your own book of long-term clients, including both 401(k) plans and individual wealth management clients
* Lead client meetings and provide financial planning and investment guidance
* Assist in onboarding retirement plan clients and delivering participant education sessions
* Manage client relationships and provide ongoing service
* Collaborate with the team on marketing initiatives and lead follow-up
Requirements:
* Active Series 65, or Series 7/63 with willingness to obtain Series 65
* Experience working with or advising on qualified retirement plans (401(k), SIMPLE, SEP, etc.)
* Demonstrated ability to prospect and grow client relationships
* Strong communication, organizational, and client service skills
* (Preferred) Experience as a producing advisor or in a client-facing financial planning role
* This is an on-site position
What We Offer:
* Access to leads and ongoing business development support
* Competitive base salary plus commission
* Established operational, compliance, and marketing infrastructure
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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