Retirement Plan Advisor

Job Summary

• • Date posted: September 16th, 2026
• • Pay: $85,000.00 - $250,000.00 per year-
• Benefits: Flexible schedule, Parental leave-
• Work Location: Remote
• Job Description: The financial decisions people make in the years leading up to retirement often determine the quality of the next 20–30 years of their lives. We are looking for professionals who want to become trusted advisors—helping individuals, families, and business owners make informed decisions about retirement, wealth protection, and long-term financial security. This is an opportunity to build a professional advisory practice where your success comes from educating clients, earning trust, and developing long-lasting relationships. Whether you have experience in financial services or are transitioning from another career, you will receive comprehensive training, mentorship, licensing support, proven systems, and ongoing coaching.
• What You'll Do: As a Retirement Planning Advisor, you will serve as a trusted resource for clients by helping them evaluate their financial goals and develop personalized retirement strategies. Your responsibilities include:- Meeting virtually with individuals, families, and business owners
• Conducting comprehensive Financial Needs Analyses
• Helping clients identify opportunities to improve retirement readiness and long-term financial security
• Educating clients on retirement income planning, wealth preservation, life insurance, and tax-efficient financial strategies
• Designing customized recommendations aligned with each client's goals and priorities
• Building long-term relationships through annual reviews and ongoing guidance
• Growing your practice through referrals, educational workshops, networking, community outreach, and company-supported lead generation
• Continuing your professional development through advanced planning education, mentorship, leadership training, and product knowledge Depending on each client's needs, recommendations may include:- Retirement income planning
• Life insurance solutions
• Retirement account rollovers
• Tax-advantaged wealth accumulation strategies
• Asset protection concepts
• Legacy and estate planning strategiesWho Thrives Here
• Our strongest advisors are:- Professional, ethical, and trustworthy
• Excellent listeners and communicators
• Comfortable simplifying complex financial concepts
• Relationship-focused rather than transaction-focused
• Coachable and committed to continuous learning
• Entrepreneurial, self-directed, and accountable
• Motivated by making a lasting impact on clients' lives Many successful advisors have backgrounds in accounting, banking, financial services, insurance, tax preparation, business ownership, mortgage lending, real estate, healthcare, education, consulting, or professional sales. What You'll Receive- Comprehensive onboarding and professional development
• State licensing support
• One-on-one mentorship from experienced advisors
• Advanced retirement planning education Proven technology and planning systems
• Marketing and business development resources
• Leadership development opportunities
• Flexibility to build your practice around your lifestyle
• Unlimited earning potential based on performance and client impact
• Minimum Qualifications- At least 18 years old
• Authorized to work in the United States
• Reliable internet connection and professional home office
• Ability to pass applicable background screening
• Willingness to obtain the required state insurance producer license (if not already licensed)
• Complete required carrier appointments before conducting regulated insurance activities
• Comfortable building a client-focused practice in a performance-based compensation environment
• Able to consistently dedicate time to professional development, client meetings, and business developmentApplication Process

Please submit:

• 1. Your resume
• 2. A brief statement sharing: Why you are interested in retirement planning or financial services. Your experience working with clients or building professional relationships Whether you are seeking a full-time or part-time opportunity
• Best regards,
• Rick Williamson

Pay: $85,000.00 - $250,000.00 per year

Benefits:

• Flexible schedule
• Parental leave

Work Location: Remote