Financial Advisor
bridger financial groupSpringfield (MA)
$55,000–$70,000
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Posted today
bridger financial groupSpringfield (MA)
SENIORITY
Senior
SALARY
$55,000–$70,000
About the role
Bridger Financial Group · Financial Planning & Business Development Full-time · Pittsburgh, PA · Hybrid preferred, fully remote candidates considered If you’re an experienced financial advisor who wants more room to build a practice, Bridger gives you existing client relationships to lead and an established team to work with. Comprehensive financial planning is the foundation of our client work. You’ll build and update plans, help clients make decisions as their lives change, and use each household’s plan to guide investment and insurance recommendations. You’ll take primary responsibility for a group of Bridger households while developing new business through your own outreach and firm referrals. Both responsibilities carry equal weight. An existing book of business is welcome and optional. What Bridger provides· Existing client relationships to lead. You’ll work with our lead advisor on introductions and give clients continuity through the transition.· Marketing you can use from day one. Bridger has firm-branded materials, campaigns, educational events, and client communications to support your outreach.· Firm-paid technology and team support. Bridger covers the core financial planning, client relationship management, and scheduling tools and the staff support provided with the role. The team prepares standard review materials and processes routine paperwork. Review invitations go out automatically, and clients can book directly with you online.
What you’ll do:
- Build and update comprehensive financial plans. Lead client conversations about priorities such as retirement, cash flow, investments, risk management, and legacy planning.· Turn the plan into clear recommendations. Explain the trade-offs, agree on next steps with clients, and revisit decisions as their circumstances change.· Lead reviews for assigned Bridger households, build trust through the transition, and follow through on commitments between meetings.· Develop new business through your own outreach and referral network, and guide Bridger-referred prospects from the initial conversation through engagement.· Coordinate client follow-up and onboarding with the support team. What you’ll bring· Experience independently leading client meetings, developing comprehensive financial plans, and making and explaining investment recommendations.· A track record of earning trust with existing clients and winning new business.· Strong follow-through and the ability to work effectively with a team in a hybrid or fully remote setting.· Required licenses and registrations include a Life, Accident, and Health insurance license, Series 7, and either both Series 63 and Series 65 or Series 66.· CFP® certification or a comparable credential is preferred.
Compensation and benefits:
- Estimated first-year earnings of $55,000–$70,000, including base salary and commissions. Actual earnings vary with production. Earnings can grow as you develop new client relationships. We’ll discuss the compensation structure and revenue-sharing arrangements during the interview process.
- Benefits for eligible full-time employees include:·
- Paid time off and nine paid holidays.·
- A monthly stipend to help offset the cost of individual health insurance.·
- A SIMPLE IRA with an employer match of up to 3% of compensation for eligible participants.·
- Employer-paid long-term disability insurance and group life insurance included in the same plan.·
- Voluntary, employee-paid Colonial Life coverage options, including dental, accident, cancer, critical illness, short-term disability, and hospital indemnity insurance.
- If you have an existing book of business you’re able to transition to Bridger, we’ll discuss a separate revenue-sharing arrangement for that business.9234006AM_Nov28
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