Financial Advisor

Are you a driven financial advisor ready to step into a rare opportunity that few in the industry ever get? Imagine inheriting a $10-12 million book of business, working exclusively with pre-qualified clients, and focusing entirely on what you do best"”meeting with clients, crafting retirement solutions, and closing business. No cold calls. No prospecting. Just high-quality client appointments and the platform to grow your career and income.If you are tired of chasing leads and ready to leverage your expertise into a results-focused, high-earning role, this is your opportunity.Why This Opportunity Stands Out:Inherit an existing $10-12 million AUM book of business, with ongoing revenue and relationship-building opportunities.Zero Prospecting: Your calendar is filled with pre-set, pre-qualified appointments.Unlimited Earning Potential: Commission-based compensation with high six-figure potential.Lead-Generation System: Proven marketing funnel and ongoing client seminar dependent, RIA Environment: Client-first focus with no broker-dealer restrictions.What You Will Focus On:Lead client meetings (5-8 per week initially, scaling up to 4 per day) to develop and present customized retirement plans.Guide clients on managed AUM solutions, fee-based planning, fixed indexed annuities, and retirement income strategies.Execute rollovers, transfers, and account transitions seamlessly.Take over and grow an existing client book, driving $6 million+ annually in annuity production.Host client seminars and workshops to educate and expand your reach.Collaborate with CPAs and estate planners to deliver comprehensive wealth management solutions.The Right Candidate:Holds an active Life Insurance License and Series 65 License (or equivalent RIA registration).Has a track record of closing business in financial planning, wealth management, or retirement planning.Thrives in a high-volume, client-facing advisory environment.Understands fee-based planning, AUM growth strategies, and fixed indexed annuities.Is mid-career (ideally in their 40s or younger) with 3+ years of advisor experience preferred.What Success Looks Like Here:You are confident leading client conversations, simplifying complex financial strategies.You excel in closing new business and driving growth from pre-set appointments.You value professional development and stay ahead on market trends and retirement pensation & Career Trajectory:Commission-Based Earnings: Performance-driven with the potential for $200,000+ annually.Long-Term Growth: Expand your role through seminar leadership and increased AUM responsibility.About Stauffer Retirement Planning: Stauffer Retirement Planning is an independent financial advisory firm in St. George, Utah, specializing in guiding mass affluent clients through retirement. Our focus is on providing customized, fee-based managed money solutions alongside annuities and income strategies"”all in a client-first, independent environment. Advisors here are empowered to succeed with pre-qualified appointments and robust marketing support.Apply today to learn more about this career-defining opportunity with Stauffer Retirement Planning.

Created: 2025-02-21