Financial & Tax Architects
Financial Advisor (FA) (Financial Planner)
We seek exceptional individuals with a strong focus on sales to join our firm as
Financial Advisors (FA) (Financial Planners) . This is a top‑tier position for motivated FAs with outstanding sales skills and a drive for success. We seek sales‑oriented individuals who thrive on working with High‑Quality Prospects (HQP) and delivering exceptional financial services. Compensation
Base + Commission. On‑target earnings up to $200,000+. Unlimited earning potential! OTE Year 1 = $135,000. W2 Earnings: Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance. Work Hours
Business Hours Monday – Friday, plus availability for leading evening seminars or meeting with clientele. Job Type
Full‑time W‑2 position. Benefits
Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation. No Prospecting Required Daily exposure to High‑Quality Prospects (HQP), resulting in a consistent flow of potential clients. Flexible schedule with the ability to take time off, including part of Fridays, to maintain work‑life balance. Competitive compensation package based on performance, with top performers earning over $1M in W2 income. Team environment with a dedicated Client Service Manager to support the volume and details of your activities. Health Insurance – 50% employer coverage Vision Insurance 401(k) with 3% match Paid vacation/PTO All leads are provided, and seminars are filled for you! Hands‑on, comprehensive training and development Administrative support with a dedicated Account Manager (AM) Flexible work‑life balance All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.) Family‑oriented environment Job Responsibilities
Meet with HQPs, understand their financial needs and retirement goals, and convert them into High‑Quality Clients (HQC). Lead educational seminars with potential clients (filled through FTA’s marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings. Employ your public speaking prowess to educate clients about the most suitable options. Serve HQCs by providing personalized financial solutions and maintaining strong client relationships. Dedicate 80%+ of working time to sales activities, delivering classes/seminars, client meetings, and relationship building. Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team. Lead a team initially, including an Account Manager (AM) who manages administrative work and asset transfers and assists with plan preparation. As the FA’s book of business expands, collaborate with a Junior Planner (JP) to handle reviews and smaller clients, allowing the FA to focus on more significant opportunities. Oversee client issues and guide the team to ensure exceptional client service. Teach a college course designed to attract and engage HQPs. Required Qualifications
Active State Life and Health License or willingness to pass exam within 30 days of employment is necessary. Must hold an active
Series 65 or 7/66
and
State Life & Health License . Prior experience in wealth or financial planning, advising, or life and annuity sales is required. Strong ability to identify and engage with high‑quality prospects (HQP) with investable assets ranging from $500k to $5M and experience in life insurance, mortgage brokerage, or premier banking. Self‑motivated and driven to exceed sales targets and earn substantial income ( W2 on target earnings Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance ). Exceptional communication and interpersonal skills to build rapport with clients and establish long‑term relationships. Ability to work flexible hours, including 2–4 evenings per week, to accommodate client availability. Demonstrated ability to lead and manage a team, ensuring efficient collaboration and outstanding results. Willingness to continuously learn about financial products and industry trends to provide up‑to‑date advice to clients. Preferred Experience
Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Mortgage Brokerage, Private Banking and more. EEO Statement
Financial & Tax Architects is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity or any other status protected by federal, state, or local laws. Financial & Tax Architects is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment. Why Join Financial & Tax Architects
Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top‑performing advisors in the industry. We do not ask advisors to prospect or develop/bring over their books of business because we provide the leads for you. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals. As we approach our 30th year in business at Financial & Tax Architects, LLC, we’re not just a company – we’re a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor™ Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you’ll become part of a group shaping the future of retirement solutions. Our goal‑based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision. Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. Seniority level
Associate Employment type
Full‑time
#J-18808-Ljbffr
We seek exceptional individuals with a strong focus on sales to join our firm as
Financial Advisors (FA) (Financial Planners) . This is a top‑tier position for motivated FAs with outstanding sales skills and a drive for success. We seek sales‑oriented individuals who thrive on working with High‑Quality Prospects (HQP) and delivering exceptional financial services. Compensation
Base + Commission. On‑target earnings up to $200,000+. Unlimited earning potential! OTE Year 1 = $135,000. W2 Earnings: Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance. Work Hours
Business Hours Monday – Friday, plus availability for leading evening seminars or meeting with clientele. Job Type
Full‑time W‑2 position. Benefits
Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation. No Prospecting Required Daily exposure to High‑Quality Prospects (HQP), resulting in a consistent flow of potential clients. Flexible schedule with the ability to take time off, including part of Fridays, to maintain work‑life balance. Competitive compensation package based on performance, with top performers earning over $1M in W2 income. Team environment with a dedicated Client Service Manager to support the volume and details of your activities. Health Insurance – 50% employer coverage Vision Insurance 401(k) with 3% match Paid vacation/PTO All leads are provided, and seminars are filled for you! Hands‑on, comprehensive training and development Administrative support with a dedicated Account Manager (AM) Flexible work‑life balance All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.) Family‑oriented environment Job Responsibilities
Meet with HQPs, understand their financial needs and retirement goals, and convert them into High‑Quality Clients (HQC). Lead educational seminars with potential clients (filled through FTA’s marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings. Employ your public speaking prowess to educate clients about the most suitable options. Serve HQCs by providing personalized financial solutions and maintaining strong client relationships. Dedicate 80%+ of working time to sales activities, delivering classes/seminars, client meetings, and relationship building. Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team. Lead a team initially, including an Account Manager (AM) who manages administrative work and asset transfers and assists with plan preparation. As the FA’s book of business expands, collaborate with a Junior Planner (JP) to handle reviews and smaller clients, allowing the FA to focus on more significant opportunities. Oversee client issues and guide the team to ensure exceptional client service. Teach a college course designed to attract and engage HQPs. Required Qualifications
Active State Life and Health License or willingness to pass exam within 30 days of employment is necessary. Must hold an active
Series 65 or 7/66
and
State Life & Health License . Prior experience in wealth or financial planning, advising, or life and annuity sales is required. Strong ability to identify and engage with high‑quality prospects (HQP) with investable assets ranging from $500k to $5M and experience in life insurance, mortgage brokerage, or premier banking. Self‑motivated and driven to exceed sales targets and earn substantial income ( W2 on target earnings Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn $400k – >$1M based on performance ). Exceptional communication and interpersonal skills to build rapport with clients and establish long‑term relationships. Ability to work flexible hours, including 2–4 evenings per week, to accommodate client availability. Demonstrated ability to lead and manage a team, ensuring efficient collaboration and outstanding results. Willingness to continuously learn about financial products and industry trends to provide up‑to‑date advice to clients. Preferred Experience
Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Mortgage Brokerage, Private Banking and more. EEO Statement
Financial & Tax Architects is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity or any other status protected by federal, state, or local laws. Financial & Tax Architects is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment. Why Join Financial & Tax Architects
Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top‑performing advisors in the industry. We do not ask advisors to prospect or develop/bring over their books of business because we provide the leads for you. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals. As we approach our 30th year in business at Financial & Tax Architects, LLC, we’re not just a company – we’re a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor™ Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you’ll become part of a group shaping the future of retirement solutions. Our goal‑based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision. Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor. Seniority level
Associate Employment type
Full‑time
#J-18808-Ljbffr