Producing Advisor [Licensed Series 65 Financial Advisor & Life Insurance License]

Producing Advisor / Financial Advisor (Series 65 + Insurance Licenses)

Juniper Wealth Management is growing and an opportunity is available for a licensed Producing Advisor who thrives in a consultative, high-touch environment and confidently closes business via Zoom and telephone conversations.

This role is ideal for an advisor who values structure, appreciates high-quality inbound opportunities, and wants to grow within an independent firm that invests heavily in marketing, training, and operational support.

What Sets This Role Apart

✔️ Consistent inbound opportunities from digital leads, dinner seminars, and strong fixed indexed annuity campaigns

✔️ Strong operational and marketing infrastructure designed to support advisor success

✔️ Collaborative environment working closely with Principal Advisor, Jeff Juniper

✔️ Clear processes, defined expectations, and meaningful earning potential

Who Thrives in This Role

• A licensed Series 65 advisor with an active life insurance license

• Confident closing new business through Zoom and phone-based consultations

• Skilled at building trust quickly and guiding prospects through decisive next steps

• Comfortable presenting retirement, investment, tax-aware, and insurance strategies

• Process-driven, organized, and client-first at all times

What This Role Involves

• Conducting Zoom, phone, and in-person consultations with qualified prospects

• Converting inbound leads into long-term client relationships

• Presenting clear, compliant, and compelling financial recommendations

• Working evening dinner seminars and digital lead campaigns

• Partnering with operations and service teams to deliver a seamless client experience

Compensation & Benefits

💼 Full-time, in-office role

💰 $60K–$250K+ earning potential

📈 Paid draw during initial ramp period

🏥 Health, dental, vision, and 401(k) benefits

This role is best suited for an advisor who wants real growth, real support, and real opportunity within a respected independent firm.

Interested candidates are encouraged to apply or message directly to start the conversation.