Financial Advisor

Strategic People Advisors•Ridgewood, NJ

2d•$100,000 - $250,000•Hybrid

About The Position

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. 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.

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.

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.