Job Description

About the job

Position: Lead Financial Advisor

Location: Dayton, OH (On-site)

Salary: $150K–$200K first year OTE; $300K–$500K+ by year 3

Selling Points:

• No cold calling—firm provides a steady flow of 10+ high-quality leads per week
• $1 million marketing budget in 2025, driving 60+ new leads weekly
• All back-office paperwork handled by dedicated support staff
• Unlimited earning potential with uncapped commissions
• Unlimited PTO and comprehensive benefits
• 401(k) with company contribution—no employee match required
• Annual company trips, bonuses, and performance incentives
• Company-paid licensing and certification programs (CFP, CPA, etc.)
• Fast-growing RIA firm with strong values and mission-driven culture

Qualifications:

• Proven sales experience with a track record of closing deals (30%+ close rate; 40%+ preferred)
• Series 65 and Life & Health licenses required (or willingness to obtain)
• CFP certification preferred, or willingness to pursue
• Strong interpersonal and communication skills
• High level of professionalism, accountability, and self-motivation
• Passion for financial planning and delivering client-first retirement solutions
• Thrives in a fast-paced, high-performance team environment

A client of Insight Global is seeking a high-performing Lead Financial Advisor to join one of the nation’s fastest-growing retirement-focused RIA firms, located in Dayton, OH. This role is ideal for experienced advisors or top-tier sales professionals eager to ditch the prospecting grind and focus on deepening client relationships, delivering financial planning, and leading the charge in helping families secure their retirement.

As a Lead Advisor, you'll meet with firm-generated leads from seminars, digital marketing, and referrals. You’ll deliver personalized investment and retirement strategies, lead 1-2 community workshops per week, and be a mentor to junior team members. With substantial support, an internal planning team, and extensive marketing resources, your role is to advise—not chase.

If you’re ready to join a culture that values growth, collaboration, and excellence, and you’re looking for a firm where you can grow your income and your impact—this is the opportunity for you.

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