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Licensed series 65 Fiduciary Advisor

American Senior Benefits

RemoteFull timeMid level$100k – $200kPosted today
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About the role

Overview:

At American Senior Benefits, you’re never tied down—we don’t dictate your product mix. You’re free to represent the best funds, carriers, and solutions for each client, every time.

Why ASB?

  • Independent with elite access – Work with the nation’s most respected investment providers, including Fidelity, BlackRock, Franklin Templeton, American Funds, and Vanguard. Build custom solutions in annuities, retirement income, and wealth preservation—without carrier restrictions.

  • Proven momentum – Rapid growth for over a decade, with 1,800+ advisors and 165+ locations nationwide.

  • Top-tier recognition & training – Partnered with NAIFA, offering LUTCF designation pathways and best-in-class leadership development.

Responsibilities:

  • Build trusted relationships with clients 55+, guiding them through investment strategies, annuities, retirement income planning, and asset protection.
  • Educate and empower clients via one‑on‑one consultations and workshops.
  • Manage your own book—prospecting with ASB‑provided tools, nurturing loyal, referral‑based clientele.
  • Grow into a leadership or mentor role, with commission overrides on teams you develop.

Qualifications:

  • Licensed series 65 fiduciary advisors
  • Relationship‑driven, ethical, and passionate about helping seniors secure their retirement.
  • Self‑motivated with sales or financial services experience (insurance, annuities, retirement planning).
  • Comfortable working independently in the field while tapping into a collaborative team.

Ready to Elevate Your Impact?

Join ASB in Tacoma and make a meaningful difference for retirees in our community—while building a thriving advisory business. Be your own boss, without going it alone.

American Senior Benefits is an equal‑opportunity employer.

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