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Strategic People Advisors
Financial AdvisorStrategic People Advisors • Denver, CO, US
Financial Advisor

Financial Advisor

Strategic People Advisors • Denver, CO, US
30+ days ago
Salary
$100,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description

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
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Financial Advisor • Denver, CO, US

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