This Is Not a Typical Advisor Role. We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition. Our current financial services leader — a proven and respected producer — will retire in approximately 17–18 months. We are seeking the right professional to apprentice under her, learn our systems and philosophy, and then assume leadership of the division. This is a succession opportunity inside a stable and growing organization. You will not be asked to build from scratch. You will not be required to travel. You will inherit opportunity — and be expected to elevate it. Who This Role Is For An ambitious emerging advisor who: Holds an active Series 6 license (required) Is coachable and growth-driven Wants to learn from a top producer Is motivated by long-term leadership opportunity A seasoned professional seeking control and flexibility who: Has experience in financial planning or wealth management Wants to reduce travel and business development pressure Is interested in leveraging an established, captive client base Is comfortable trading some upside volatility for stability and autonomy What You'll Step Into A loyal and established book of business A strong referral pipeline from our insurance client base Direct mentorship during transition Structured systems and operational support Owner involvement in strategic growth My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Raleigh, NC and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed