Financial Advisor (Series 65 + Insurance Licenses)
Juniper Wealth Management | Scottsdale, Arizona
$100,000 - $250,000+ Potential
Series 65 + Life Insurance License Required
Are you tired of spending more time prospecting than advising?
Juniper Wealth Management is seeking a Financial Advisor to join our growing team and help serve the increasing demand generated by our marketing and lead generation efforts.
Unlike many advisor roles that require extensive cold calling, networking, or building a book from scratch, this opportunity is supported by a steady flow of qualified retirement-focused prospects generated through educational events, digital marketing campaigns, and proprietary lead generation systems.
This position is ideal for an advisor who enjoys meeting with people, building relationships, presenting solutions, and helping clients make confident financial decisions.
WHAT MAKES THIS OPPORTUNITY DIFFERENT
• Consistent flow of inbound retirement planning opportunities
• Educational dinner seminars producing qualified prospects
• Proprietary Roth conversion and retirement tax planning programs
• Established marketing team generating leads year-round
• Dedicated client service and operations support
• Opportunity to work directly alongside Founder and Lead Advisor
• Independent advisory environment focused on doing what is right for clients
WHAT YOU WILL DO
• Meet with prospective clients through Zoom, phone, and in-person appointments
• Review retirement, investment, tax planning, income planning, and insurance opportunities
• Develop recommendations based on each client's goals and circumstances
• Convert qualified prospects into long-term client relationships
• Maintain a high level of professionalism, responsiveness, and client care
• Participate in educational events and occasional evening workshops
WHO WE ARE LOOKING FOR
• Active Series 65 license
• Active Life Insurance License
• Strong communication and relationship-building skills
• Experience working with retirees and pre-retirees preferred
• Ability to present complex concepts in a simple and understandable manner
• Coachable, professional, and motivated to grow
• Desire to be part of a collaborative team rather than operating as a solo advisor
COMPENSATION & BENEFITS
• Competitive compensation package
• Paid draw during onboarding period
• $100,000 - $250,000+ earning potential
• Health, dental, and vision insurance
• 401(k)
• Paid time off
• Dedicated marketing and operational support
ABOUT JUNIPER WEALTH MANAGEMENT
Juniper Wealth Management helps individuals and families create retirement strategies focused on income, taxes, investments, healthcare planning, long-term care planning, and legacy planning.
Our mission is simple: help people retire with greater confidence through thoughtful, conservative financial planning.
If you are looking for an opportunity where you can spend more time advising and less time prospecting, we would welcome a conversation.