MDRN Capital ™ · 1 day ago
Senior Financial Advisor (W-2, Fully Remote)
United States
Full-time
Remote
Mid, Senior Level
$150K/yr - $150K/yr
3+ years expMDRN Capital is a fully virtual, fast-growing RIA built for advisors who actually want to advise. They are seeking a Senior Financial Advisor who can conduct retirement-focused planning conversations and deliver compliant recommendations across investment and annuity solutions in a team-based environment.
AdviceFinancial ServicesRetirementWealth Management
Hiring Manager
Joshua Maly, CMSA®, FPWM
Responsibilities
Conduct retirement-focused planning conversations with pre-retirees and retirees
Lead 12–15 new initial appointments per week, with additional follow-ups as needed
Deliver clear, compliant recommendations across investment and annuity solutions
Operate within a fiduciary-first, team-based sales environment
Work closely with internal support, onboarding, and operations teams so you can stay client-facing
Qualification
Required
Active Series 65
Active Life & Health insurance license
Minimum 3–5 years of client-facing advisory experience
Insurance-only backgrounds do not qualify
Proven Fixed Indexed Annuity experience (3+ years preferred)
Strong consultative sales skills
Comfort working with retirement-age clients
Benefits
401(k)
Comprehensive health benefits
Paid time off and holidays
Company
MDRN Capital ™
We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Aaron Cirksena
Founder & CEO
Will Cirksena
Co-Founder & Lead Advisor
Recent News
Morningstar.com
2025-04-06
Morningstar.com
2025-04-01
Company data provided by crunchbase