Financial Advisor

Company Overview Martin Wealth Solutions is a rapidly growing, independent financial advisory firm dedicated to helping pre-retirees and retirees achieve financial security and peace of mind. Specializing in retirement planning, wealth management, and income strategies, the firm primarily serves the mass affluent, retirement-aged demographic through fee-based managed money and fixed-indexed annuities (FIAs).Martin Wealth Solutions is not affiliated with a broker-dealer, enabling advisors to operate as fiduciaries and offer conflict-free financial advice. The firm's robust marketing and lead-generation system ensures a steady stream of qualified appointments"”eliminating the need for cold prospecting.Position Overview This role is designed for a highly skilled, sales-driven Financial Advisor who thrives in a client-facing capacity. Advisors will focus on meeting with pre-qualified prospects, developing tailored financial plans, and closing business. There is no prospecting required"”advisors spend their time advising clients and closing sales.Key ResponsibilitiesConduct scheduled meetings with pre-qualified prospects.Develop and present customized financial plans focused on retirement security and asset management.Recommend and implement solutions using managed money, fixed-indexed annuities, and other financial vehicles.Educate clients on investment strategies, income planning, and tax-efficient withdrawals.Convert high-quality leads into long-term clients through effective sales conversations.Collaborate with internal planning and operations teams to execute client strategies.Maintain compliance with fiduciary standards and industry regulations.Qualifications & ExperienceRequired:Series 65 License (or equivalent SEC-qualifying designation).Life & Health Insurance License (or willingness to obtain).3+ years of experience in financial planning, retirement planning, or wealth management.Proven ability to close business and convert prospects into clients.Knowledge of fee-based investing, managed portfolios, and annuities (particularly FIAs).Strong communication and relationship-building skills.Preferred:Experience with Fixed-Indexed Annuities (FIAs).Background in managed money strategies and independent RIA firms.Track record of asset acquisition and competitive business pensation & BenefitsBase Salary: $80,000 - $160,000 per year (commensurate with experience and production potential).Performance-based earnings (AUM growth, fee revenue, annuity production) with six-figure potential within the first year.No cap on earnings; top performers earn significantly more.Full-time, in-office position in Roanoke, VA.Firm-provided pre-qualified leads; no cold prospecting required.Operational support for case design, onboarding, and client service.Collaborative, high-energy team environment focused on advisor success.Why Join Martin Wealth Solutions?Focus on Clients: Spend 100% of your time meeting with clients and closing business"”no prospecting required.Unlimited Earning Potential: Compensation structure rewards top performers with six-figure and above earning potential.Fiduciary Environment: Operate in a conflict-free, client-first environment without broker-dealer affiliation.Growth-Oriented: Join a firm investing heavily in advisor development, marketing, and operational support.Ready to Advance Your Career? If you are a performance-driven Financial Advisor eager to eliminate prospecting and maximize your earning potential. Apply today to join Martin Wealth Solutions and help clients achieve a secure retirement.

Created: 2025-02-21