Independent contractor role providing tailored financial guidance for military families through client servicing and long-term wealth planning.

Assess and respond to each client’s changing financial goals across wealth accumulation, preservation, and legacy planning
Conduct regular client meetings to review circumstances, monitor progress, and update plans due to life events, economic conditions, and regulatory changes
Create and execute advanced financial plans covering investment management, retirement income planning, tax strategies, insurance solutions, day-to-day financial needs, and estate considerations
Deliver a service experience focused on clarity, confidence, and responsive support to maintain long-term relationships
Build client trust by providing ongoing value, guidance, and decision support
Develop relationships with advocates and centers of influence in the local and military community to support referrals and related opportunities
Meet performance goals by delivering personalized financial strategies, generating revenue, and sustaining long-term client relationships
Grow your practice through strong referral networks, with emphasis on the military community, while expanding and deepening client engagement

Minimum 5 years of experience in financial services, with a proven ability to build and retain client relationships
Competence in portfolio and wealth management, with the ability to integrate financial products into long-term planning strategies
Strong interpersonal and relationship-building capabilities to connect with clients and sustain meaningful long-term engagement
Self-directed mindset and discipline to operate an independent business with flexible hours
Drive to earn based on commissions and performance-based incentives
Military experience or affiliation is strongly preferred

Location: North Little Rock, AR (onsite)
Employment type: contract
Work model: independent contractor working with existing clients and building long-term relationships

Flexible hours
Unlimited income potential based on commissions and performance-based incentives

Senior Financial Advisor

Job Description