Location: Bridgewater, NJ & Manalapan, NJ

Compensation: $235,000 – $1,000,000+ (Base + Production + Recurring Revenue)

About the Opportunity

A rapidly growing, retirement-focused financial planning firm is expanding its advisory team to support a high-volume, seminar-driven client acquisition model. Advisors are provided with a consistent pipeline of pre-qualified prospects—no cold calling or self-sourced prospecting required. This is a production-focused role designed for experienced advisors who want to significantly increase their income with strong infrastructure, marketing support, and a proven system.

What You Will Do

• Present at educational dinner seminars (minimum 1 per week)
• Meet with pre-qualified prospects and conduct retirement planning consultations
• Design and implement retirement income strategies, including annuities
• Guide clients across a full planning spectrum:
• Retirement income planning
• Wealth accumulation
• Social Security optimization
• Medicare guidance
• Tax-efficient strategies
• Collaborate with internal specialists (e.g., estate planning attorneys, tax professionals)
• Convert firm-generated opportunities into new business and long-term client relationships

Who This Role Is For

Profile 1: The Advisor + Presenter

• 15+ years of retirement planning or annuity production experience
• Confident public speaker comfortable presenting to groups (20–60+ attendees)
• Strong knowledge of estate planning concepts (wills, trusts, POAs)
• Experienced in comprehensive financial planning and closing business

Profile 2: The Closer

• Strong background in retirement planning and annuities
• Exceptional one-on-one closing ability
• Comfortable handling complex client situations in evening meetings
• Able to collaborate with presenters and specialists to deliver solutions

High-potential, early-career advisors with strong drive and aptitude will also be considered.

Key Requirements

• Proven production track record in retirement planning and/or annuities
• Comfortable working evenings (seminars and client meetings)
• Strong interpersonal and communication skills
• Ability to operate in a fast-paced, growth-oriented environment
• FINRA and/or insurance licenses preferred (or willingness to obtain)

Compensation & Earnings Potential

Base Salary:

• $60,000 – $100,000 (flexible based on experience)
• $150,000+ for advisors bringing $20M+ in AUM

Production-Based Earnings:

• Annuity production participation (0.50% – 1.00%)
• 20% participation in recurring advisory/AUM revenue

Realistic Earnings Scenarios:

• $235K – $380K+ (conservative)
• $310K – $500K+ (expected)
• $500K – $1M+ (high performers)

Why This Opportunity Stands Out

• Consistent, firm-generated lead flow (no cold prospecting)
• Proven seminar model driving high conversion opportunities
• Strong support infrastructure and collaborative team environment
• Significant upside through both upfront production and recurring revenue
• Clear path to scaling income beyond traditional platform limitations

Schedule & Location

• Full-time, in-office role
• Evening availability required (seminars and client meetings)
• Ideal candidates based in New Jersey or nearby Eastern Pennsylvania

The Bottom Line

This role is built for experienced financial advisors who are ready to move beyond income plateaus and plug into a system that can significantly scale their production and earnings. If you’re currently producing at a high level but feel capped by your platform, this is an opportunity to take your career—and income—to the next level.