Financial Advisor at OneDigital

This role is designed for a financial professional with at least two years of experience who is ready to move into a hybrid sales and advising position. You should have a background in wealth management or retirement plans and either hold a securities license or be prepared to pass your exams within three months of starting. **What makes it worth a look...** The primary draw here is the lead generation strategy; you get to tap into OneDigital’s existing corporate retirement plan clients to build your own wealth management book. While the base salary is modest for the industry, the role offers variable commission and bonuses that can significantly increase your total take-home pay. **You might be a good fit if you...** * Own a valid securities license or can realistically get one in 100 days. * Have hands-on experience using MoneyGuidePro and Salesforce to manage a book of business. * Are comfortable traveling up to 25% of the time to meet prospects or attend events. * Want a role that balances technical financial planning with high-activity sales.