Financial Advisor
About The Position
Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships. Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside. Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool. Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision. Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth. What You’ll Do Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners. Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture. Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.
Requirements
- Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
- Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.
- Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
- Education: Bachelor’s degree or equivalent professional experience.
Responsibilities
- Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners.
- Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
- Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
- Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.
- Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.
Benefits
- W-2 status with 7.5 % FICA
- 401(k) with 6 % company match
- Medical, dental, vision, life & disability insurance
- National recognition programs and chairman’s trips
- End-to-end transition support and marketing concierge
- CRM, financial planning, and portfolio management tech stack
- In-house product specialists and advanced planning team
- No product quotas or commission caps
- Remote, hybrid, or office options to suit your lifestyle
- Clear paths to leadership and equity participation for top performers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
