Senior Financial Advisor (Wealth Management / Annuities / Life Insurance)
Betcher Financial Group
Sterling Heights, MI (In Person)
$237,500 Salary, Full-Time
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Job Description
Responsibilities include:
Bringing and transitioning your existing book of business , sphere of influence, and referral relationships Conducting client meetings focused on comprehensive financial planning, retirement strategies, annuities, and insurance solutions Meeting with high-net-worth and established clients currently serviced by Betcher Financial Group Performing client reviews with a focus on identifying opportunities for: Asset consolidation Insurance and annuity optimization Retirement income planning Risk management strategies Building long-term client relationships through education, service, and consistent follow-up Collaborating with internal support staff to ensure a high-level client experience Maintaining compliance with all regulatory and licensing requirements This is a true senior-level role designed for an advisor who is confident, consultative, and capable of driving revenue through both new business and relationship-based client expansion. What We Provide Betcher Financial Group offers a strong platform for experienced advisors, including: Highly competitive compensation structure designed to attract proven producers Access to existing high-end clients for review meetings and revenue opportunities Professional office environment in Sterling Heights Dedicated administrative and operational support staff Strong leadership and mentorship available from a nationally recognized producer Collaborative team environment focused on growth and performance Long-term opportunity for expansion and advancement Earning Potential This role offers significant income potential based on performance and production.Expected annual earnings:
$125,000 - $350,000 Top performers in this office earn above this range based on production. Required QualificationsLicensing Requirements Series 6 and Series 63 required Active Life Insurance License required Experience Requirements Minimum 5+ years experience as a financial advisor or insurance-based financial professional Proven track record in: Financial planning Fixed and/or indexed annuities Life insurance sales Retirement income strategies Business Development Expectations Ability to bring your own book of business Established sphere of influence and referral network Strong consultative sales ability and client communication skills Ideal Candidate Profile The ideal candidate is a self-driven professional who is: Experienced and confident in presenting solutions to high-net-worth clients Motivated to grow and increase income Strong in client acquisition, relationship building, and closing business Professional, ethical, and compliance-focused Interested in joining a firm that values long-term client relationships and high-level production Why Join Betcher Financial Group? Betcher Financial Group is not a startup agency or a revolving-door sales environment. We are a long-established firm with a strong client base, a reputation for results, and leadership that understands how to support high-performing advisors. If you are a proven producer looking for the right environment to grow, this opportunity offers the platform, support, and compensation to take your career to the next level.Pay:
$125,000.00 - $350,000.00 per yearWork Location:
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