Note: The job is a remote job and is open to candidates in USA. Statera is an integrated advisory platform supporting wealth managers, financial planners, and insurance professionals. The Financial Advisor will build and grow an independent practice using Statera’s platform, delivering comprehensive, planning-led solutions across clients’ financial needs.
Responsibilities
- You will build and grow your practice using the full depth of Statera’s platform, delivering comprehensive, planning-led solutions across your clients’ entire financial picture
Skills
- 3+ years in financial services with demonstrated client acquisition and business development
- Proven ability to build and manage client relationships independently
- Entrepreneurial mindset with full ownership of outcomes
- Planning-first approach across investments, risk, tax, and estate considerations
- Ready to operate with greater independence, whether moving from a captive environment or seeking a more robust platform to support an existing practice
- Series 65 or 66, required for advisory activities
- Life & Health license
- Series 7, where applicable
- Series 6 and 63, where applicable
Benefits
- Fee-based recurring income from wealth management and planning relationships
- Extremely competitive commissions on multiple lines of insurance and annuity products on all carriers
- Production and Persistency Bonus
- Additional bonus income in first three years (depending on contract type)
- Renewal income on in-force business
- Medical coverage with potential production-based premium subsidies
- 401(k) with 6% company match
- Health Savings Account, portable and rolls over annually
- Long-term disability: 60% income replacement, up to $10,000/month
- Company-paid group term life insurance, scaling with production
- Voluntary term life and AD&D up to $500,000
- Professional designation reimbursement
- Incentive travel for top performers
- Membership access to professional networks and industry organizations
- For some advisors, access to benefits such as health coverage, retirement benefits, or personal protection resources
Company Overview