Golden Wealth Strategies
Licensed Financial Advisor
Golden Wealth Strategies, Arlington, Virginia, United States, 22201
Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients? If so, this may be the best career move you’ll ever make.
Responsibilities
Manage and service existing clients
Grow book with warm inbound opportunities
Deliver comprehensive retirement and financial plans
Provide clients with guaranteed income, tax strategies, and long‑term planning solutions
Work collaboratively with the planning and case design team
Educate clients and guide them toward smart, stable financial decisions
Qualifications
Currently licensed (Life/Health ideal; Series 65/7 a bonus, CFP doesn’t hurt)
Already managing a book of business
Motivated to scale with a more supportive platform
Fiduciary‑mindful professional who puts clients first
Strong communicator who enjoys building long‑term relationships
Interested in expanding into tax planning, annuities, and retirement income planning
Compensation $127,000 - $250,000 yearly
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Responsibilities
Manage and service existing clients
Grow book with warm inbound opportunities
Deliver comprehensive retirement and financial plans
Provide clients with guaranteed income, tax strategies, and long‑term planning solutions
Work collaboratively with the planning and case design team
Educate clients and guide them toward smart, stable financial decisions
Qualifications
Currently licensed (Life/Health ideal; Series 65/7 a bonus, CFP doesn’t hurt)
Already managing a book of business
Motivated to scale with a more supportive platform
Fiduciary‑mindful professional who puts clients first
Strong communicator who enjoys building long‑term relationships
Interested in expanding into tax planning, annuities, and retirement income planning
Compensation $127,000 - $250,000 yearly
#J-18808-Ljbffr