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Financial Advisor- Independent practice builder
Job
Lifeline Solutions
South Jordan, UT (In Person)
$121,266 Salary, Full-Time
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Job Description
About this opportunity We are an independent financial planning firm looking for experienced advisors who are ready to stop building someone else's business and start building their own. This is a 1099 practice-builder role — you come in, you bring your experience and skills, and we give you the marketing platform, training, professional development, compliance infrastructure, and product access to grow without a ceiling. If you are currently at a wirehouse, a broker-dealer, or insurance company and feel like the model is working against you — this is worth a conversation. What you will do Build and grow your own client base with full ownership of your book of business Deliver comprehensive financial plans including retirement, income, tax strategy, and protection planning Identify and serve clients in your target markets — including the 403(b)/457 space, small business owners, and pre-retirees Leverage our product portfolio, including competitive annuity and life solutions with built-in living benefits, 3rd party money managers, to add real client value Operate with the freedom of an independent practice backed by institutional-grade support What is recommended Willingness to obtain licenses and ongoing training. Sales or entrepreneurial spirit. What is preferred 3+ years of experience as a licensed financial advisor, planner, or insurance producer Active Life & Health license required; Series 65 or 66 a strong plus Proven track record of client acquisition and relationship management Self-directed and entrepreneurial — you do not need someone looking over your shoulder Comfortable with a commission and residual income model; you understand how independent production work.