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David Careers

Senior Financial Advisor

Posted 13 days ago

mdrn capital tmSavannah (GA)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$150,000

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About the role

About MDRN Capital Are you looking for a career where your compensation, support, and opportunities don't change every year? At MDRN Capital, we've built a retirement-focused advisory firm designed to let advisors do what they do best—serve clients. We eliminate the distractions of prospecting, marketing, and chasing leads so you can focus on helping retirees make confident financial decisions. As a fully remote, fiduciary-focused RIA, we provide a steady stream of qualified retirement appointments, dedicated operational support, and a transparent compensation structure that rewards consistency and performance. No cold calling. No door knocking. No buying leads. No marketing required.
About the Role: We're seeking experienced retirement professionals who understand both investment management and Fixed Indexed Annuities. Whether your experience comes from advising clients directly, wholesaling retirement products, serving as a product specialist, or partnering with financial advisors, you have a strong understanding of how Fixed Indexed Annuities fit into comprehensive retirement income planning. This is not an entry-level position. Our advisors meet with qualified retirement-focused households every week and are expected to confidently guide clients through investment and insurance solutions in a fiduciary environment.
What You'll Do:
  • Conduct retirement planning conversations with pre-retirees and retirees
  • Meet with 12–15 new qualified appointments each week, along with follow-up appointments
  • Build comprehensive retirement income strategies utilizing investments and Fixed Indexed Annuities when appropriate
  • Educate clients on retirement income, risk management, guaranteed income solutions, and long-term financial planning
  • Deliver recommendations in a compliant, fiduciary-first environment
  • Work closely with operations, onboarding, compliance, and support teams so your focus remains on serving clients
  • No prospecting, cold calling, marketing, seminar hosting, or lead generation responsibilities
What We're Looking For:
  • Required Qualifications
  • Active Series 65 (or ability to obtain before start date)
  • Active Life & Health insurance license (or ability to obtain before start date)
  • Minimum 3–5 years of client-facing financial services experience
  • Strong consultative sales skills
  • Experience working with retirement-age clients
  • Insurance-only sales backgrounds without investment advisory experience are not a fit for this role
  • Preferred Experience 5+ years of professional Fixed Indexed Annuity (FIA) experience, whether as a:
  • Financial Advisor
  • Investment Advisor Representative
  • Internal or External Wholesaler
  • Product Specialist
  • Retirement Consultant
  • Other retirement-focused financial services professional
  • Strong understanding of retirement income planning, Fixed Indexed Annuities, accumulation strategies, income riders, and suitability considerations
  • Experience presenting retirement solutions to clients and/or educating financial advisors on retirement products
Compensation & Benefits:
  • W-2 Employee
  • Competitive base salary (commensurate with experience)
  • Target first-year compensation: $150,000+More than 80% of MDRN advisors exceed $150,000 during their first year
  • Performance incentives designed to reward consistency—not heroics 401(k)
  • Medical, Dental & Vision Insurance
  • Paid Holidays
  • Unlimited PTOTop performers regularly earn well beyond first-year targets.
  • Why MDRN Capital?
  • We believe great advisors should spend their time advising—not hunting for prospects.
  • When you join MDRN Capital, you'll receive:
  • Qualified retirement-focused appointments
  • A collaborative, team-first culture
  • Dedicated operational and compliance support
  • Remote-first flexibility
  • Transparent compensation
  • A growing national brand committed to fiduciary advice
  • If you're passionate about helping retirees, enjoy meaningful client conversations, and want to spend your time closing qualified opportunities instead of finding them, we'd love to hear from you.
What We Offer: Remote-first work culture with a fast-moving, high trust team Unlimited PTO, paid holidays, and full benefits Equal Opportunity StatementMDRN Capital is committed to diversity and inclusivity in the workplace. We encourage applications from all qualified individuals.

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