Financial Advisor | Lead Our New Office jobs in United States
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Magellan Financial & Insurance Services, Inc. · 3 days ago

Financial Advisor | Lead Our New Office

positionCartersville, GA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$80K/yr - $120K/yr

Magellan Financial & Insurance Services, Inc. is expanding into Cartersville, GA, and they are seeking an experienced Financial Advisor to lead their new office. The role involves building client relationships, conducting retirement-focused meetings, and implementing holistic retirement strategies.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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Responsibilities

Serve as the primary advisor for new and existing clients in the region
Conduct consultative, retirement-focused meetings with warm, vetted prospects
Design and implement holistic retirement strategies using AUM solutions, fixed indexed annuities, and income planning tools
Convert high-intent prospects into long-term client relationships
Provide ongoing guidance, reviews, and planning support to ensure strong retention and outcomes
Educate clients clearly and confidently — no jargon, no pressure, no product-pushing

Qualification

Financial AdvisoryRetirement PlanningClient Relationship ManagementConsultative SellingLeadership

Required

Experience as a Financial Advisor working with pre-retirees and retirees
Confidence in leading client conversations and guiding financial decisions
Preference for a consultative, relationship-driven approach over transactional sales
Desire for growth without burnout and structure without bureaucracy
Energy for ownership, visibility, and responsibility in a local market

Benefits

Commissions
Performance Bonuses
Built-in marketing engine supporting seminars, outreach, and brand visibility
Autonomy without isolation — independence with real operational and marketing support

Company

Magellan Financial & Insurance Services, Inc.

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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

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Austin Nachbar
Director of Strategic Partnerships
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Brendon Reed
Director of Strategic Partnerships
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Company data provided by crunchbase