The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable cultivating client relationships and growing a business.

Responsibilities

• Deliver comprehensive wealth management and financial planning with a client-first mindset.

• Build and deepen long-term client relationships rooted in trust, education and real human connection.

• Leverage the firm’s full support ecosystem – planning, trading, operations, marketing, compliance – to scale your practice.

• Collaborate with peers who value integrity, growth and the simple principle that relationships matter.

• Shape the future of your practice with clear pathways for equity, continuity and succession planning.

Requirements

• 5+ years of industry experience

• Active Series 7, 66 (or 63 and 65), and insurance license preferred

• Strong understanding of financial sales and planning and investment business

Benefits & Compensation

• 1099 structure, with cell phone and healthcare stipend

• Competitive payout on revenue

If you are interested in joining a top-performing, team-based organization, please give me a call or send over your resume to tanisha.west@murielconsulting.com for a confidential conversation.

The ideal candidate will embrace a planning-led, model-based approach to wealth management. They should be comfortable cultivating client relationships and growing a business.

Responsibilities

· Deliver comprehensive wealth management and financial planning with a client-first mindset.

· Build and deepen long-term client relationships rooted in trust, education and real human connection.

· Run your business as you see fit – set your client pricing, You decide how to serve your clients and market your practice.

· Collaborate with peers who value integrity, growth and the simple principle that relationships matter.

· Embrace the dedication to remaining independent and privately held by its advisors.

Requirements

· 7+ years of industry experience

· Active Series 7, 66 (or 63 and 65), and insurance license preferred

· Strong understanding of financial sales and planning and investment business

Benefits & Compensation

· W2 and S Corp Tax advantages

· Industry-leading total compensation to include profit-sharing

If you are interested in joining a top-performing, advisor-led organization, please give me a call or send over your resume to tanisha.west@murielconsulting.com for a confidential conversation.

Are you a financial services industry professional with a comprehensive financial planning background who cares about clients, values service, integrity, and real relationships? A leading financial planning practice in Tucson is seeking a Financial Advisor to join its growing team. This is an opportunity to build a meaningful career in a supportive, values-driven environment with a path toward growth.

You’ll serve existing client relationships, support financial planning work, and help communicate investment concepts in a clear, relatable way. Over time, you’ll have the opportunity to help shape the future of the firm.

This practice is grounded in financial planning. If you believe in the combination of great planning and solid investment management as being the way to serve clients, this practice offers the opportunity for immediate impact and long-term growth.

Financial Advisor Responsibilities:

• Provide comprehensive financial and planning support to clients

• Manage and deepen relationships with assigned clients

• Support financial planning using related tools

• Translate investment and market concepts into clear, accessible language for clients

• Deliver a values-based, high-touch client experience grounded in service

Why This Role Stands Out:

• No book required – Organic growth and clients provided

• Mentorship – Hands-on training from the Founder and Senior Advisor

• Future growth – be part of a growing firm building on a 17-year history

Ideal Candidate:

• Bachelor’s degree (Finance, Accounting or related discipline preferred)

• 2–5 years of experience in financial planning or wealth management

• Active Series 7, 66 (or 63 and 65), and insurance license preferred

• CFP designation is a plus—or willingness to pursue

• Strong communicator-comfortable in client presentations, review meetings and investment discussions; can translate complex financial topics into relatable language for clients

• Engaging, personable and detail-oriented – ensures no client need is overlooked

• Values teamwork, integrity and long-term client relationships

Compensation & Benefits:

• Competitive Base Salary plus bonus opportunities

• Work environment: Monday–Friday, in-office

If you are interested in joining a top-performing, advisor-led organization, please give me a call or send over your resume to tanisha.west@murielconsulting.comfor a confidential conversation.

The ideal candidate will be eager to deliver client-centric wealth management services for a fast-growing St. Louis based firm. They should be growth-oriented and an excellent closer once in front of the client.

Responsibilities

· Meet with qualified, firm-generated prospects (in-person and virtual) to understand their situation, educate them, and present clear, actionable planning recommendations.

· Maintain at least a 20%+ closing ratio on qualified appointments over time.

· Deliver holistic advice across investments, insurance, retirement income planning, and tax-aware strategies, using both AUM and insurance-based tools (annuities, life insurance, etc.) when appropriate.

· Build and maintain long-term client relationships through review meetings, proactive check-ins, and timely follow-up.

· Use our CRM and planning tools to document meetings, track pipeline, manage follow-ups, and coordinate with our internal team.

· Collaborate with operations, planning support, and marketing to ensure a seamless, high-quality client experience.

· Participate in regular training, coaching, and role-plays to continually improve communication, closing skills, and technical competence.

Requirements

• 3–7 years of experience as a client-facing financial advisor or planner working directly with clients.

• Active Series 65 or 66 (or clear path and willingness to obtain within a defined time frame).

• Demonstrated track record of success, including a historical closing ratio of at least roughly 20% from firm-provided or qualified leads, and evidence of revenue/production growth over time.

Benefits & Compensation

o Competitive starting base salary plus commissions

If you are interested in joining a top-performing, team-based organization, please give me a call or send over your resume to tanisha.west@murielconsulting.com for a confidential conversation.

The ideal candidate will be proud to serve as a true fiduciary to the firms clients. They should be comfortable building trust and delivering thoughtful financial planning in a supportive, professional growth environment.

Responsibilities

· Step directly into an existing client base and begin making a difference on day one.

· Open-minded, eager to learn, and puts clients first

· A thoughtful, caring professional who values relationships

· An advocate and ally for women and families in wealth planning

· Excited to grow with a collaborative, client-centered firm

Requirements

· Active Series 65 or 7/66

· Focus: financial planning + light relationship management

· Strong knowledge of CRM Tool, MoneyGuide Pro and Advisor Engine

Compensation & Benefits

· Competitive base salary plus percentage of fees

o Full benefits package including: health insurance and SIMPLE IRA

o Paid time off

o Hybrid Flexibility – Serve clients in the Albany, NY area and remotely across the U.S.

If you are interested in joining a top-performing, team-based organization, please give me a call or send over your resume to tanisha.west@murielconsulting.com for a confidential conversation.