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FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR
Boonton, NJApril 1st, 2026
FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALISTLOCATION: Remote / Hybrid, United StatesJOB TYPE: Full-TimeSALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)ABOUT THE ROLEWe are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. RESPONSIBILITIESDevelop new business through networking, referrals, and client acquisition strategiesConduct comprehensive financial planning and retirement income analysisProvide investment advisory services including mutual funds and asset allocation strategiesImplement insurance planning solutions including life and disability insuranceDeliver portfolio management and ongoing performance reviewsMaintain compliance with FINRA, state insurance, and regulatory requirementsDocument financial plans and client communications within CRM systemsProvide ongoing relationship management and client retention supportREQUIRED QUALIFICATIONSActive Series 6 or Series 7 licenseActive Series 63 or Series 66 licenseActive Life and Health Insurance licenseExperience in financial advisory, wealth management, insurance sales, or investment servicesStrong business development and client relationship management skillsPREFERRED QUALIFICATIONSBachelor's degree in Finance, Business, Economics, or related fieldCertified Financial Planner (CFP), ChFC, or similar designationExisting book of businessExperience with financial planning software and CRM systemsBackground in retirement income planning or estate planning coordinationBENEFITSW-2 employmentCommission-based compensation with residual incomePerformance-based bonuses and production incentives401(k) with company matchMedical, dental, vision, life, and disability insuranceMarketing, compliance, and operational supportFlexible scheduling and business development autonomyABOUT THE COMPANYThe company supports financial professionals with integrated financial planning tools, insurance and investment solutions, compliance infrastructure, and operational resources. Advisors provide retirement planning, portfolio management, investment advisory services, and risk management strategies within a structured regulatory framework. EQUAL OPPORTUNITY EMPLOYER STATEMENTWe are an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
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