Senior Financial Advisor

About MDRN Capital

MDRN Capital is a growing, fully virtual Registered Investment Advisory (RIA) firm focused on helping pre-retirees and retirees confidently navigate retirement.

We've built an environment where financial advisors can focus on what they do best—helping clients achieve their financial goals without the distractions of prospecting, marketing, or generating leads.

Our advisors receive qualified retirement-focused appointments, dedicated operational support, and a transparent compensation structure designed to reward consistency and performance.

No cold calling. No door knocking. No prospecting. No marketing required.

About the Role

We're looking for experienced financial services professionals with strong consultative sales skills and a solid understanding of retirement income planning, investment management, and Fixed Indexed Annuities (FIAs).

Whether your background is in financial advising, annuity wholesaling, product distribution, or working directly with financial advisors, we're interested in professionals who understand how investment and annuity solutions work together in retirement planning.

This is not an entry-level position. Successful candidates should be comfortable leading retirement-focused conversations, presenting financial solutions, overcoming objections, and helping clients make informed decisions.

What You'll Do

• Conduct retirement planning conversations with pre-retirees and retirees
• Lead 12–15 new qualified appointments each week, along with follow-up meetings
• Develop retirement income strategies utilizing investment portfolios and Fixed Indexed Annuities when appropriate
• Educate clients on retirement income, risk management, accumulation strategies, and guaranteed income solutions
• Present clear, compliant financial recommendations in a fiduciary-first environment
• Build relationships with prospective clients through consultative conversations and effective follow-up
• Collaborate with internal operations, onboarding, and support teams to deliver an exceptional client experience
• Focus on advising and closing qualified opportunities without prospecting or lead generation responsibilities

What We're Looking For

Required Qualifications

• Active Series 65 or Series 66 registration, or ability to obtain required registration before starting
• Active Life & Health insurance license, or ability to obtain before starting
• 3–5 years of relevant financial services experience
• Strong consultative sales, presentation, and relationship-building skills
• Understanding of retirement planning, investment solutions, and annuity products
• Ability to confidently lead client conversations, handle objections, and close business
• Comfortable working with pre-retirees and retirees in a fully remote environment

Preferred Experience

• 3+ years of professional Fixed Indexed Annuity (FIA) experience, including financial advising, wholesaling, product specialization, or retirement-focused financial services
• Strong understanding of FIA accumulation strategies, income riders, surrender schedules, and retirement income solutions
• Experience recommending annuities to clients or educating financial advisors on annuity products
• Background in wealth management, an RIA, retirement planning, or annuity distribution
• Experience working with both investment management and insurance-based retirement solutions

*Candidates with wholesaling or product specialist backgrounds are encouraged to apply. Direct financial advisory experience is preferred but not required for candidates with strong retirement product knowledge and consultative sales experience.*

Compensation & Benefits

• Full-time, W-2 employee position
• Competitive base salary, negotiable based on experience
• Target first-year total compensation: $150,000+
• More than 80% of MDRN Capital advisors exceed $150,000 in their first year
• Performance-based incentives designed to reward consistency
• High performers have the opportunity to earn well beyond first-year targets
• 401(k)
• Medical, Dental & Vision Insurance
• Unlimited PTO
• Paid Holidays
• Fully Remote Work Environment

Why MDRN Capital?

We believe great advisors should spend their time advising—not searching for their next client.

At MDRN Capital, you'll benefit from

• A consistent flow of qualified retirement-focused appointments
• No cold calling, prospecting, or personal marketing expenses
• Dedicated operational and administrative support
• A collaborative, team-based environment
• Transparent compensation and performance expectations
• The flexibility of working remotely
• Opportunities to grow with an expanding advisory firm

If you have a strong foundation in retirement planning, understand the value of Fixed Indexed Annuities, and enjoy helping clients make important financial decisions, we'd love to hear from you.

Join MDRN Capital and focus on what you do best—helping clients plan for a confident retirement.

Equal Opportunity Employer

MDRN Capital is an Equal Opportunity Employer committed to creating an inclusive workplace. We encourage all qualified candidates to apply.

Pay: From $100,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Application Question(s)

• How many years of work experience do you have with Indexed Annuities?
• Do you have the following license or certification: Series 65?
• Do you have the following license or certification: Life Insurance License?
• Do you have any disclosures on your U4?

Work Location: Remote