Financial Advisor | New England Market

Job Description

Job Description

Description:

We are hiring licensed Financial Advisors in all North East markets!

About Us:

At Retirement Income Source SFG , our mission is simple: educate clients on their best options for achieving greater financial stability—today and throughout retirement. We focus on helping clients generate more dependable income and enjoy more reliable growth through conservative, income-generating investment strategies. We believe the best client is a knowledgeable one, and we pride ourselves on delivering personalized, educational guidance every step of the way.

Position Summary:

We are looking for a licensed Financial Advisor to join our Retirement Income Source SFG team. In this role, you'll help prospective clients identify gaps in their financial plans and develop actionable, custom investment strategies. You'll guide clients through an education-first process that emphasizes financial literacy, strategic investing, and long-term planning—all supported by a robust back-office team.

Key Responsibilities:

• Meet with pre-qualified prospective clients to assess financial needs and planning opportunities.
• Educate clients on foundational investment principles, financial defense, interest rates, and strategic income planning.
• Develop customized investment strategies focused on generating income through interest and dividends—what we call growing your money "the old-fashioned way."
• Collaborate with internal trading, administrative, and client service teams to streamline implementation and service delivery.
• Maintain ownership of your pipeline while leveraging extensive support in operations, case design, and service.

Skills and Qualifications:

• Active Series 65 or Series 7 and 66 license required
• Life and Health Insurance License (or willingness to obtain)
• Strong interpersonal skills and a team-oriented mindset
• Excellent verbal and written communication skills
• Passion for educating clients and building long-term relationships
• Highly organized with the ability to manage multiple client needs simultaneously
• Driven, coachable, and committed to professional growth

What Sets Us Apart:

• No Cold Calling – Advisors meet with qualified leads provided by our marketing department.
• Minimal Administrative Work – Paperwork and servicing are handled by support teams so you can focus on advising.
• Education-First Culture – Advisors are empowered to build long-term relationships based on trust, transparency, and knowledge.
• Mentorship & Collaboration - Receive 1-on-1 guidance from experienced leaders and work in a team-oriented environment.
• Growth Opportunities – Expand your book of business, explore leadership roles, and help open or manage future offices.

Compensation and Benefits:

• Highly Competitive Commission-Based Compensation with $300K+ On-Target Earnings potential
• Company paid health benefits
• Warm leads provided —eliminating the need for cold calling or self-prospecting
• Performance bonuses and career advancement opportunities
• Ongoing training and professional development
• Access to mentorship and senior leadership
• Robust operational and administrative support to maximize advisor efficiency
• Potential for equity or profit-sharing in leadership roles

Why Retirement Income Source SFG?
We believe peace of mind comes from understanding your financial options and working with a trusted advisor to make educated, informed decisions. That’s why our core mission is education. We help clients avoid common retirement pitfalls—like inefficient asset allocation, tax inefficiencies, and lack of catastrophic health care planning—by teaching and guiding them every step of the way.

When you join Retirement Income Source SFG, you join a team committed to building long-term client relationships rooted in conservative, income-focused strategies designed for lasting financial stability.

Ready to help others reach a lifetime of greater financial stability—while building your own career? Apply now to become part of Retirement Income Source SFG in Boston and other NE metro markets.

Retirement Income Source SFG is an E-Verify employer.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.