Financial Advisor

Hoss Financial is seeking a high-performing Financial Advisor to join our rapidly expanding firm in Westlake Village, CA. This is a closer role designed for experienced financial professionals who excel in a fast-paced, high-volume sales environment. Our firm takes care of all marketing, prospecting, and lead generation, providing you with a steady flow of pre-qualified client appointments. Your primary focus will be client meetings, building financial plans, and closing business.Why You Should Join Us:Pre-set, pre-qualified appointments"”NO prospecting required.Access to a proven, highly structured sales system.Significant earning potential with commission-based compensation.Opportunity for partial ownership in an established, growing firm for top performers.Key Responsibilities: Client Engagement & Financial Planning:Conduct meetings with pre-scheduled, high-quality prospects"”no cold calling.Perform comprehensive financial consultations to assess client retirement goals and needs.Develop and present personalized retirement strategies tailored to each client.Educate clients on retirement income planning, tax efficiency, investment strategies, and asset protection.Build long-term client relationships and articulate the firm's client-first value proposition.Sales & Business Closing:Utilize a proven financial planning system emphasizing conservative, retirement-focused strategies.Close business confidently, assisting clients with investment transitions, rollovers, and account transfers.Focus primarily on fee-based AUM solutions and fixed-indexed annuities.Ensure all client onboarding, compliance documentation, and paperwork are completed accurately.Professional Growth & Ownership Potential:Participate in firm-led training and ongoing mentorship to refine your advisory skills.Collaborate with the leadership team to optimize sales processes and enhance client engagement.Potential for partial ownership in the firm for advisors who demonstrate exceptional performance and leadership.Qualifications: Required:4+ years of experience as a financial advisor, wealth manager, or similar client-facing role.Active Life Insurance License and Series 65 (or willingness to obtain).Demonstrated success closing business and managing client relationships.Strong knowledge of fixed-indexed annuities, AUM strategies, and fee-based financial planning.Ability to thrive in a structured, high-volume sales environment with pre-set appointments.Excellent communication and consultative sales skills.Preferred:Experience with RIA firms, fee-based planning, or annuity/insurance sales.Familiarity with tax-efficient retirement strategies and estate planning.Long-term interest in leadership and potential business ownership within the firm.Compensation & Growth Potential:Commission-Based Model with Salary Draw.Potential Earnings: Up to $200,000+ annually, based on performance.Long-Term Opportunity: Potential for partial ownership in the firm.About Hoss Financial: Hoss Financial is a fast-growing, independent financial advisory firm focused on helping clients secure their retirement through strategic, personalized planning. We eliminate the need for prospecting by providing our advisors with:Pre-set, pre-qualified appointments.Comprehensive marketing, branding, and lead generation support.A proven, results-driven sales system.Career development pathways, including potential business ownership.This is an exceptional opportunity for a results-oriented advisor looking to leverage their sales expertise in a firm that prioritizes independence, client success, and long-term growth. If you are a confident closer ready to thrive in a high-volume advisory role, Apply today to join Hoss Financial.

Created: 2025-02-16