Northern Alliance Financial · 2 hours ago
Financial Advisor | Base Salary | Retirement Planning
Maine, United States
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $350K/yrNorthern Alliance Financial is experiencing rapid growth and is seeking a Financial Advisor to meet with clients and design comprehensive retirement strategies. The role focuses on client engagement with a strong marketing support system, allowing advisors to concentrate on closing business without the burden of cold prospecting.
Financial Services
Hiring Manager
Nick Ryan
Responsibilities
Meet with clients
Design comprehensive retirement strategies (income planning, tax efficiency, legacy goals)
Close business
Qualification
Required
Active Series 65 License (or equivalent - Series 66/CFP/CFA)
Active Life Insurance License
Proven Sales Track Record: Demonstrated ability to close business in a client-facing financial advisory role
Preferred
Experience with Fixed-Indexed Annuities (FIAs) and fee-based managed money
Benefits
Zero Cold Prospecting: 100% of your appointments are provided by the firm’s proven marketing strategy.
Operational Freedom: Our internal ops teams handle data entry, paperwork, and scheduling.
Hybrid Platform: Full access to fee-based managed money and fixed-indexed annuities (FIAs), life insurance, and more to serve holistic client needs without proprietary mandates.
Location Flexibility: Operate from any of our Maine offices (Portland, Auburn, Brewer, Bridgton, Hallowell, Mexico, Saco, Waterville) or establish a presence in a new region.
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