Description
Job description:
Wilsave Financial — a nationally recognized Top 1% RIA/Insurance firm specializing in retirement planning, Safe Money strategies, and wealth protection — is seeking a charismatic, ambitious Financial Advisor ready for a rare succession opportunity.
About Us
Wilsave Financial has been recognized nationally for excellence in Safe Money retirement planning. Our founder has been honored as a **Top 50 Financial Security Professional in the state of Illinois for 2022, 2023, 2024, and 2025**, a testament to the firm’s integrity, impact, and industry leadership.
We operate a highperformance seminar system, maintain a legacy book of 1,500+ loyal clients, and deliver industryleading results through ethical, clientfirst financial guidance.
Compensation & Career Path
Year 1: $100,000–$125,000 (Salary + Bonuses)
Year 2: $125,000–$250,000
LongTerm: $500,000+
Succession Opportunity: Step into major operational leadership in future years.
What You’ll Step Into
- Elite mentorship directly from a Top 1% advisor
- A thriving seminar funnel with 2–4 highquality dinner events per month
- A legacy book of 1,500+ clients ready for transition
- Quarterly training with other elite industry producers
- A longterm path toward operational control and equity participation
Core Responsibilities
- Lead and cohost retirement seminars (30–50 attendees)
- Meet warm, prequalified prospects — no cold calling
- Present Safe Money retirement strategies using our proven system
- Transition and deepen longstanding client relationships
- Gradually assume operational responsibilities as trust and skill grow
Ideal Candidate Profile
- Clear, confident, charismatic presenter
- Persuasive communicator with strong emotional intelligence
- Highly coachable and disciplined
- Ethical, ambitious, and committed to longterm growth
Requirements
- Active Life & Health License (Series 65 preferred)
- 3–5+ years in financial services or consultative sales
- Strong rapport with Baby Boomers & retirees
- Evening availability for seminars
- Clean compliance record and impeccable ethics
