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The Well · Baltimore, Maryland
Senior Financial Advisor | $90,000 - $150,000 base + production bonus
About the Company
This firm has built one of the most powerful inbound lead generation platforms in the Baltimore metro area and is growing fast.
We're placing a Senior Financial Advisor with an established, fast-growing retirement-focused wealth management firm in Ellicott City, MD - and this one is different. If you're a proven closer who wants to focus on serving clients and building wealth - not hunting for prospects - this is the role.
Close retirement income planning appointments with pre-qualified prospects
Present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
Follow a proven, standardized advisory process that drives consistent results
Work alongside a collaborative team of junior advisors, paraplanners, and support staff
Qualifications
Active Series 65 and life and health licenses
A track record of closing and a history of stable, long-term employment
Willingness to work fully on-site in Ellicott City, MD
A team-first mindset and commitment to following a proven process
Required Skills
Ability to close retirement income planning appointments with pre-qualified prospects
Ability to present AUM strategies, fixed index annuities, MYGAs, life insurance, and long-term care solutions
Ability to follow a proven, standardized advisory process that drives consistent results
Ability to work alongside a collaborative team of junior advisors, paraplanners, and support staff
Preferred Skills
Experience working with a multi-channel lead engine: TV, radio, seminars, webinars
Pay range and compensation package
Exptected earnings $300,000+ by year two
W2 employment, generous base, and uncapped production compensation
Relocation assistance available
Series 7, 6, or 63 are not required - this firm does not do stocks, bonds, or mutual funds. A book of business is not required to bring - leads are provided. The opportunity includes 20-40 inbound, pre-qualified leads per week with no cold calling and no prospecting, supported by a multi-channel lead engine: TV, radio, seminars, webinars, and a structured diamond team model where you close and your team supports.
Details
| Company | The Well |
| Location | Baltimore, Maryland |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $90,000 – $90,000 / yr |