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Financial Advisor - Retirement Planning
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Magellan Financial
Walpole, MA (In Person)
$115,000 Salary, Full-Time
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Job Description
Financial Advisor - Retirement Planning Magellan Financial - 1.0 Walpole, MA Job Details Full-time $80,000 - $150,000 a year 6 hours ago Qualifications Life Insurance License Customer relationship building CFP Chartered Retirement Planning Counselor Series 66 Lead Conversion Life insurance knowledge Managing financial planning clients Client retention Client acquisition Series 65 Practicing in the securities industry Full Job Description Financial Advisor - Retirement Planning Dagher Wealth Management | Walpole, MA | On-Site Dagher Wealth Management is hiring a Financial Advisor to join its growing retirement planning practice in Walpole, MA. Dagher Wealth Management has already built a strong demand engine through TV, radio, seminars, workshops, digital marketing, retirement education, and published thought leadership. The opportunity is to step into a firm-generated activity model, meet with pre-retirees and retirees, build trust quickly, and help convert planning interest into long-term client relationships. This advisor will work directly with the founders and serve as a key client-facing voice inside the practice. You will participate in seminars and workshops, meet with prospective and existing clients, support retirement income planning conversations, etc. What we're looking for: Recent client-facing experience as a Financial Advisor, Retirement Advisor, Financial Planner, or similar role Proven ability to build trust, guide conversations, and help convert prospects into clients Series 65/66 or equivalent advisory registration Life insurance license, or ability to operate appropriately on the insurance side Preferred experience: CFP®, CRPC®, or similar planning/retirement designation Retirement income planning experience Seminar or workshop experience Backgroundadvisory firm If you are an advisor who wants stronger activity, direct founder access, and the ability to grow with an independent retirement planning firm, I'd welcome a confidential conversation.