Financial Advisor & Broker Leadership Opportunity - Nationwide

Company: CFA Institute
Location: Washington
Posted on: March 12, 2025

Job Description:

Financial Advisor & Broker Leadership Opportunity(Opportunities Nationwide)Company Overview:A leading financial services firm offering a dynamic opportunity to build a scalable financial business. We provide a platform for both experienced independent advisors and ambitious newcomers looking to transition into leadership roles. Our business model offers unlimited growth potential, mentorship, and the ability to develop a team of advisors while earning override compensation.Key Responsibilities:

• Assess clients' financial situations and create tailored financial plans.
• Provide expert advice on investments, retirement planning, insurance, tax strategies, and estate planning.
• Develop and maintain long-term client relationships with ongoing financial monitoring and adjustments.
• Mentor and train new financial advisors, guiding them toward leadership roles.
• Build and manage a team of financial advisors, benefiting from override compensation.
• Operate independently while leveraging a proven system for success.Why This Opportunity?
• Be Your Own Boss - Build a scalable financial business with no limits.
• No Salary Caps - Own your success and earning potential.
• Leadership Development - Train, develop, and earn from your team's growth.
• Comprehensive Training - No prior experience? No problem. We offer a structured mentorship program.
• Proven System - Leverage a tested growth model with support and resources.
• Fast-Track to Broker - Leadership and earning potential from Day 1.
• Generational Wealth Creation - Build a long-term legacy through financial services.Qualifications:
• Series 6 or 7 and a Series 63 (where required by state regulations).
• Series 65 or 66 preferred but not mandatory.
• Life insurance license required or willingness to obtain one.
• Entrepreneurial mindset with a strong work ethic.
• Passion for helping individuals achieve financial security and success.This is an opportunity for motivated professionals to take charge of their careers, grow in leadership, and build a financial services business that offers long-term rewards. If you're ready to take the next step in financial advising and leadership, apply today!
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Keywords: CFA Institute, Washington DC , Financial Advisor & Broker Leadership Opportunity - Nationwide, Accounting, Auditing , Washington, DC