Northern Alliance Financial · 5 days ago
Financial Advisor
Portland, ME
Full-time
Hybrid
Mid, Senior LevelNorthern Alliance Financial is dedicated to helping clients achieve financial confidence and security in retirement. They are seeking a Financial Advisor who excels in client-facing meetings, focusing on meaningful financial planning and building long-term client relationships.
Financial Services
Responsibilities
Conduct in-office and virtual appointments with qualified retirees and pre-retirees looking for assistance
Design and present comprehensive retirement plans using managed money solutions, fixed indexed annuities, and more. We strive to tailor retirement plans to each client's individual income needs and goals, so listening and providing feedback is a critical skill
Turn prospects into long-term clients through clear recommendations and trusted guidance
Collaborate with marketing and operations staff to stay focused on client-facing activities and collateral
Stay current and compliant through ongoing education on products, strategies, and regulatory updates
Qualification
Required
Active life insurance license and Series 65, or equivalent credential (7/66, CFP, ChFC) for fee-based advisory work
Proven client-facing advisory experience in financial advice, retirement planning, or wealth management
Track record of converting prospects into clients, particularly in retirement-focused situations
Strong communication and trust-building skills with retirement-aged, mass affluent clients
Drive to focus primarily on client meetings, advice, and business growth while leveraging firm marketing and operations support
Benefits
Firm-provided appointments: No cold calling, door-knocking, or personal seminar spend—every first appointment comes from our marketing efforts and educational events.
Meaningful base plus upside: Substantial guaranteed base with performance-driven incentive compensation—your earning potential isn’t capped.
Focus on meetings, not busywork: Northern Alliance has an in-house administrative team that handles scheduling, prep, administrative paperwork, and ongoing service to accounts.
Statewide flexibility: Work from any of our seven Maine offices (an additional office planned for the coming years).
A real growth path: Consistent performers see increasing income, responsibility, and opportunities to grow with the organization as we continue our statewide expansion.
Company
Northern Alliance Financial
At Northern Alliance Financial, we are committed to helping you conquer your retirement with confidence and clarity.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase