Financial Advisor

About Strategic People Advisors Strategic People Advisors (https:

• //www.strategicpeopleadvisors.com/) is an executive search and talent acquisition firm.
• We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
• Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency.
• This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
• Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone.
• You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
• Key Responsibilities Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
• Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
• Requirements Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
• Active State Life & Health Insurance License. 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
• Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
• Compensation & Professional Development Transition financing and highly competitive commission payout schedules.
• Access to shared corporate office space and administrative assistant support.
• Direct pathways for book acquisition and structured practice succession planning. $100,000.00 - $250,000.00+ per year.
• This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
• Transition financing is available for qualified advisors transitioning an existing book of business.

To learn more about our candidate advocacy and talent matching, visit us at https:

• //www.strategicpeopleadvisors.com/ . Powered by JazzHR