Talon Wealth Management seeks an experienced Financial Advisor specializing in retirement planning to join its Folsom, CA office. This commission-only role centers on delivering customized retirement strategies and ongoing guidance to retirees and near-retirees, building trusted relationships and guiding clients through income, tax, and estate considerations.
Responsibilities
- Develop tailored retirement and investment plans for clients nearing or entering retirement
- Advise on income strategies, Social Security optimization, tax planning, RMDs, and estate planning
- Meet with clients regularly to review goals and adjust financial strategies
- Generate new business through referrals, events, and firm-supported marketing
- Maintain strong client relationships built on trust, education, and consistent service
- Collaborate with internal and external professionals to deliver comprehensive planning
Requirements
- 5+ years of experience as a financial advisor or planner
- Strong understanding of retirement-focused financial strategies
- FINRA Series 7 and 66 licenses required (or Series 63/65)
- CFP designation preferred but not required
- Proven ability to build client relationships and grow a book of business
- Must be comfortable working in a 1099 commission-only role
Benefits
- Commission-only structure with no cap on income potential
- Qualified leads focused on the retirement and pre-retirement market
- Marketing support, client education tools, and lead generation programs
- Ongoing training, mentorship, and access to financial planning software
- A collaborative and professional environment
About the role
We are seeking a motivated, client-focused Financial Advisor to join Talon Wealth Management. The team specializes in helping retirees and near-retirees protect, grow, and manage their wealth through personalized financial planning. The ideal candidate will bring a solid grasp of financial planning, investment strategies, and risk management, with a deep commitment to building lasting client relationships. This role centers on guiding clients into retirement with clarity and confidence, offering tailored strategies for income planning, tax efficiency, estate preparation, and asset protection.
Job Type
Full-time
Pay
Compensation: USD 100,000 - 400,000 per year
Location
Folsom, CA (onsite)
