Managing Director & Lead Financial Advisor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managing Director & Lead Financial Advisor based in United States.

This is a senior leadership opportunity combining high-level financial advisory work with strategic business building in the retirement planning space for Federal, State, and Public Sector employees. You will operate at the intersection of client advisory services, team leadership, and business development, helping shape a national retirement planning platform from the ground up. The role blends hands-on client work with mentorship responsibilities, requiring both deep technical expertise in retirement planning and strong leadership capabilities. You will work closely with executive leadership to define strategy, build advisor capability, and scale a high-performing practice. In addition to serving clients directly, you will play a key role in developing systems, processes, and culture for long-term growth. This is a highly entrepreneurial environment where leadership impact is direct and highly visible. The position is ideal for someone who thrives in both advisory excellence and organizational building.

Accountabilities

You will lead advisory delivery while shaping and scaling a national retirement planning division focused on public sector employees.

Serve as the lead financial advisor for the division, managing complex retirement planning relationships with federal, state, and public sector clients.
Conduct comprehensive financial and retirement planning consultations, converting qualified prospects into long-term advisory clients.
Provide strategic guidance on pension optimization, Social Security planning, TSP strategies, and broader wealth management solutions.
Mentor, coach, and support financial advisors to improve performance, client outcomes, and professional development.
Support advisor onboarding, training, and ongoing capability development across the organization.
Collaborate with executive leadership on growth strategy, platform development, and national expansion initiatives.
Contribute to building scalable systems, processes, and best practices for a high-growth advisory organization.
Strengthen client relationships through ongoing advisory support and long-term planning engagement.

Requirements

This role requires deep financial advisory expertise, strong retirement planning knowledge, and proven leadership experience within advisory environments.

10+ years of experience as a financial advisor or wealth management professional.
Active Series 7 and Series 66 (or equivalent) licenses, along with Life & Health Insurance license.
Strong expertise in retirement planning, including pensions, TSP, Social Security optimization, and tax-efficient strategies.
Proven experience working with affluent, pre-retiree, and retiree client segments.
Demonstrated ability to build and manage long-term client relationships in a consultative advisory setting.
Leadership experience, including mentoring or coaching financial advisors.
Strong communication and interpersonal skills with the ability to guide both clients and advisory teams.
CFP®, RICP®, ChFC®, or similar designation preferred.
Familiarity with federal retirement systems and/or experience in independent broker-dealer or RIA environments is a plus.
Strategic mindset with the ability to operate in a growth-focused, entrepreneurial environment.

Benefits

Highly competitive compensation structure aligned with both production and leadership impact
Base salary combined with advisory revenue participation
Insurance production compensation and leadership-based incentives
Team growth overrides and profit-sharing opportunities
Long-term partnership potential within a growing advisory platform
Expected total compensation range: $225,000 to $500,000+ depending on performance and leadership contributions
Remote/hybrid flexibility within the United States
Opportunity to help build a national retirement planning organization from the ground up
Direct collaboration with executive leadership and high-level strategic influence
Strong autonomy and ownership in shaping advisory and business strategy

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Managing Director & Lead Financial Advisor

Requirements

Benefits

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