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Financial Advisor No Cold Calling Jobs (NOW HIRING)

CareerPro Staffing

Financial Advisor

Dayton, NJ · On-site

$100K - $150K/yr

Financial Advisor - Retirement Income Focus Confidential Wealth & Retirement Planning Firm Location ... No cold calling or self-funded marketing required * Clear path to materially higher income

Cleek Financial

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Entry Level Insurance Sales Representative - No Cold Calling

San Diego, CA · Remote

$85K - $125K/yr

No Cold Calling - Work with In-House Leads- People who took the time to fill out a form in ... Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very ...

Cleek Financial

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Entry Level Insurance Sales Representative - No Cold Calling

New Orleans, LA · Remote

$85K - $125K/yr

No Cold Calling - Work with In-House Leads- People who took the time to fill out a form in ... Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very ...

Innovative Outsourcing

Financial Advisor

Alpharetta, GA · On-site

$130K - $150K/yr

... Financial Advisor to join this dynamic and rapidly growing boutique investment and wealth ... The Fuel: 100% company-provided, pre-set, qualified client appointments (No cold-calling or self ...

Innovative Outsourcing

Financial Advisor

Alpharetta, GA

$130K - $150K/yr

... Financial Advisor to join this dynamic and rapidly growing boutique investment and wealth ... The Fuel: 100% company-provided, pre-set, qualified client appointments (No cold-calling or self ...

Cleek Financial

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Entry Level Insurance Sales Representative - No Cold Calling

Tampa, FL · Remote

$85K - $125K/yr

No Cold Calling - Work with In-House Leads- People who took the time to fill out a form in ... Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very ...

Cleek Financial

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Entry Level Insurance Sales Representative - No Cold Calling

Salt Lake City, UT · Remote

$85K - $125K/yr

No Cold Calling - Work with In-House Leads- People who took the time to fill out a form in THEIR ... Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very ...

Cleek Financial

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Entry Level Insurance Sales Representative - No Cold Calling

Pittsburgh, PA · Remote

$85K - $125K/yr

No Cold Calling - Work with In-House Leads- People who took the time to fill out a form in ... Driven to Change Their Financial Situation * Self Motivated * Hard Working * Coachable-Very ...

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Financial Advisor No Cold Calling information

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How much do financial advisor no cold calling jobs pay per year?

As of Jun 24, 2026, the average yearly pay for financial advisor no cold calling in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Advisor (No Cold Calling), and why are they important?

To thrive as a Financial Advisor (No Cold Calling), you need strong financial analysis skills, knowledge of investment products, and a relevant degree such as finance or economics, often accompanied by certifications like CFP or Series 7. Familiarity with CRM platforms, portfolio management software, and financial planning tools is also crucial. Excellent relationship-building, active listening, and trustworthiness help you cultivate and maintain client relationships without relying on cold outreach. These abilities ensure you can provide tailored financial advice, retain clients, and grow your book of business effectively.

Why do so many financial advisors quit?

Many financial advisors leave the profession due to high stress, inconsistent income, and the pressure to meet sales targets. The job often requires building a client base, maintaining certifications, and managing regulatory compliance, which can be challenging over time.

Is 200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments can be sufficient to open accounts or receive personalized advice, depending on the advisor's fee structure and minimum requirements. Many advisors work with clients who have varying asset levels, and some may require higher minimums for comprehensive services. It is important to clarify the advisor's minimum investment requirements and fee arrangements before engaging.

What is a Financial Advisor (No Cold Calling)?

A Financial Advisor (No Cold Calling) is a professional who provides financial planning, investment advice, and related services to clients without the need to engage in cold calling. This means they do not have to make unsolicited calls to potential clients to generate business. Instead, they typically work with leads provided by the firm, referrals, or existing client relationships. This role allows advisors to focus more on building relationships and offering tailored financial solutions, rather than spending significant time on prospecting.

How does a Financial Advisor work with pre-qualified or inbound clients in a 'No Cold Calling' environment?

In a 'No Cold Calling' Financial Advisor role, you'll typically engage with clients who have already expressed interest in financial services or who have been referred by existing clients or marketing efforts. This allows you to focus on relationship-building, conducting needs assessments, and providing tailored financial advice rather than spending time prospecting or making unsolicited calls. Collaboration with marketing teams and lead generation specialists is common, ensuring a steady flow of warm leads. This structure often results in more productive client meetings, higher client satisfaction, and the opportunity to develop deeper, long-term relationships.

What percent of financial advisors make over $500,000?

Approximately 10-15% of financial advisors earn over $500,000 annually, often those with extensive experience, high-net-worth clients, or specialized certifications. Income levels can vary based on the advisor's client base, location, and firm size.

Does cold calling still work for financial advisors?

Cold calling for financial advisors is less effective than in the past due to increased regulations and client preferences for inbound contact. Many advisors now focus on digital marketing, referrals, and networking to generate leads, making cold calling a less central prospecting method. Success often depends on skill, compliance, and building trust through personalized communication.
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Financial Advisor No Cold Calling jobs near you

Financial Advisor

CareerPro Staffing

Dayton, NJ • On-site

$100K - $150K/yr

Full-time

Posted 25 days ago

Job description

Financial Advisor – Retirement Income Focus

Confidential Wealth & Retirement Planning Firm
Location: Central New Jersey
Employment Type: Full-Time | On-Site

Overview

A well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model.

This is not a cold-calling role, wirehouse seat, or “build-your-own-pipeline” position. The firm provides a consistent flow of pre-qualified retirement prospects. Advisors are expected to consult, educate, and convert those opportunities into comprehensive planning relationships.

This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production.

What You'll Be Doing

  • Present retirement planning concepts at educational dinner seminars (minimum one per week)
  • Conduct follow-up consultations with seminar attendees
  • Design and implement retirement income strategies, including annuities and advisory solutions
  • Guide clients through Social Security planning and Medicare considerations
  • Identify tax, asset protection, and basic estate planning needs and collaborate with in-house or partner professionals
  • Close new business and grow long-term recurring revenue relationships
  • Participate fully in the client lifecycle from initial presentation through implementation

Who This Role Fits Best

Required / Strongly Preferred

  • 10+ years of financial advisory or retirement planning experience (15+ preferred)
  • Proven success in retirement income planning and annuity production
  • Client-facing sales and closing ability
  • Comfort meeting with clients in the evenings
  • Ability to work in-office full time
  • Willingness to present or participate in seminars (directly or collaboratively)

Ideal Backgrounds

  • Advisors currently earning roughly $200K–$300K who feel capped by payout grids or limited lead flow
  • Strong in-meeting closers, whether or not you lead seminars yourself
  • Public speakers who are confident educating groups of 20–60+ prospects
  • Advisors who enjoy collaborative, comprehensive planning—not product-only sales

Estate planning familiarity is a plus (wills, trusts, asset transfer concepts), though legal expertise is not required.

Services You'll Cover

Advisors operate in a comprehensive retirement planning model, including:

  • Retirement income strategies and annuity solutions
  • Wealth accumulation and asset transition
  • Social Security optimization
  • Medicare guidance
  • Asset protection and tax-aware planning
  • Coordination with CPAs and estate planning professionals

You are not expected to be an expert in everything—but you must be able to confidently guide the conversation and bring in the right resources.

Location & Schedule Expectations

  • Full-time, in-office role
  • Evening availability is required due to seminars and client meetings
  • Candidates must live within a reasonable commute to Central New Jersey
    • New Jersey preferred
    • Eastern Pennsylvania near NJ border considered
    • Staten Island may be considered
    • NYC and long-distance commutes are not a fit

Compensation

Highly competitive and performance-driven, with flexibility based on experience and production.

  • Base Salary: $60,000–$100,000+
    • Up to $150,000+ base for advisors bringing a transferable book of business
  • Annuity Production Compensation: Significant participation in annuity revenue
  • Recurring Advisory Revenue: Ongoing participation in AUM-based revenue
  • Total Realistic Earnings: $300,000–$500,000+
    • Elite producers may exceed this based on performance and fit

(Compensation examples are illustrative, not guarantees.)

Why Advisors Make This Move

  • Built-in lead flow from a proven seminar platform
  • No cold calling or self-funded marketing required
  • Clear path to materially higher income
  • Collaborative planning environment with strong operational support
  • Long-term upside through recurring advisory revenue

This is a confidential search.
Qualified advisors interested in a retirement-focused platform with real growth potential are encouraged to apply.