Job Overview
Secure Income Management (SIM) is expanding to Florida and seeking an experienced Financial Advisors to join our growing platform. SIM is a two-time Inc. 5000 Fastest Growing Companies honoree, built for advisors who want to focus on clients while leveraging strong infrastructure, marketing support, and growth opportunities.
This is an advisor-centric role for professionals who value independence, flexibility, and performance-based upside. Advisors on our platform work with qualified prospects and deliver comprehensive financial guidance, particularly around income planning and wealth protection strategies.
Your success is driven by your ability to build trust, deliver thoughtful recommendations, and grow long-term client relationships — supported by SIM’s tools, resources, and collaborative environment.
What You’ll Do
- Conduct in-depth reviews of clients’ financial situations and objectives
- Develop customized financial plans and income-focused strategies aligned to client needs
- Provide guidance on wealth management topics including retirement income planning, liquidity strategies, and portfolio diversification
- Educate clients on safe money and risk-managed solutions, including fixed indexed annuities where appropriate
- Discuss tax-aware and estate planning considerations in coordination with other professionals
- Maintain ongoing relationships through proactive communication and reviews
- Stay informed on market conditions, regulatory changes, and product updates
- Collaborate with internal teams to deliver a consistent, high-quality client experience
- Review and present clear reports and recommendations to clients
What We’re Looking For
- Experience in financial planning, wealth management, insurance, or a related advisory role
- Knowledge of income-focused planning and retirement strategies
- Familiarity with fixed indexed annuities and income-producing solutions preferred
- Strong client-facing and relationship-building skills
- Self-motivated, accountable, and growth-oriented mindset
- Ability to communicate complex financial concepts clearly and professionally
- Relevant licenses and/or designations (CFP®, CFA®, AIF®, CEP®, insurance licenses, etc.) are a plus but not immediately mandatory
Why Advisors Choose SIM
- Performance-based compensation with truly uncapped earning potential
- Quarterly bonus opportunities tied to activity and results
- Recognition programs and incentive trips for top-performing advisors
- A platform model that supports growth without requiring you to give up independence
- Marketing and operational support designed to help you spend more time with clients
- Collaborative culture with experienced leadership and peer advisors
Compensation, bonuses, and incentives are performance-based and not guaranteed. Individual results will vary based on effort, experience, and market conditions.
Who This Role Is a Fit For
This role is ideal for advisors, insurance professionals, and financial producers who:
- Want to grow their practice with strong support
- Are motivated by results, recognition, and long-term opportunity
- Take pride in delivering ethical, client-first advice
- Want qualified leads delivered to you - no cold calling!
Next Steps
If you’re open to exploring a platform designed to support advisor growth while keeping clients at the center, we’d welcome the conversation.
Job Types: Full-time, Contract
Pay: $150,000.00 - $1,000,000.00 per year
Benefits:
Experience:
- estate planning or insurance: 2 years (Preferred)
License/Certification:
- Life Insurance Producer's License (Required)
Work Location: On the road
