Independent Financial Advisor - MEI Financial Group

United States·ReddingFull-timemid

OtherFinancial Advisor

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Quick Summary

Requirements Summary

· Minimum 5 years of experience as a licensed financial advisor · Demonstrated track record of client retention, growth,

Technical Tools

OtherFinancial Advisor

About the Role

~1 min read

What we're looking for:

· Minimum 5 years of experience as a licensed financial advisor

· Demonstrated track record of client retention, growth, and relationship management

· Strong self-motivation and the drive to work independently with minimal oversight

· Genuine interest in eventually owning and operating an independent financial practice

· Excellent communication and interpersonal skills — you build trust naturally

· Current and in good standing with all applicable licensing requirements

Nice to have:

· CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset

· Experience with financial planning software and CRM platforms

· Existing professional network or demonstrated ability to source new client

What We Offer

~1 min read

What's we offer:

· A clearly defined succession plan with full ownership transition over 4–6 years

· Competitive compensation structure tied to book performance and growth

· Mentorship and knowledge transfer from seasoned advisors committed to your success

· Flexibility and autonomy in how you manage and grow your practice

Ready to take the next step?

If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to dave@meifinancialgroup.com. We look forward to a confidential conversation.