Financial Advisor | Process-Driven Retirement Planning jobs in United States
cer-icon
Apply on Employer Site
company-logo

Magellan Financial & Insurance Services, Inc. · 1 week ago

Financial Advisor | Process-Driven Retirement Planning

positionOKC Metro Area
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $120K/yr

Magellan Financial & Insurance Services, Inc. is focused on retirement planning and seeks a Financial Advisor to lead discovery meetings and implement client-centered retirement plans. The role emphasizes building long-term relationships and providing clear recommendations without high-pressure tactics.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
linkedin

Responsibilities

Lead Discovery meetings and uncover goals, concerns, income needs, and risk comfort
Deliver clear recommendations using our structured framework (evaluate → mitigate → generate → disseminate)
Implement plans across investment and insurance strategies aligned to each client’s retirement vision
Build long-term client relationships through reviews, education, and proactive planning conversations
Participate in and support retirement workshops/seminars and convert attendees into clients with integrity

Qualification

Life & Health Insurance LicenseSeries 65Client-facing presencePresentation skillsProcess-driven approach

Required

Active Life & Health Insurance License
Series 65 or 66 (or ability to obtain promptly)
Strong client-facing presence and comfort presenting in small-group settings

Benefits

Warm opportunities driven by a recognizable Oklahoma presence (TV/radio + workshops)
A repeatable planning process (so you’re not reinventing your approach every week)
A client-first culture built around helping families Sleep Well At Night
The ability to recommend solutions across investments + protection strategies to build truly holistic plans
An on-site role in Edmond, serving the Oklahoma City metro (not remote)

Company

Magellan Financial & Insurance Services, Inc.

twittertwittertwitter
company-logo
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
dateFounded in 2002
location
Topeka, Kansas, USA
people-size51-200 employees
web-link
https://www.magellanfinancial.com/

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Austin Nachbar
Director of Strategic Partnerships
linkedin
leader-logo
Brendon Reed
Director of Strategic Partnerships
linkedin
Company data provided by crunchbase