Chief Income Planning Advisor
Secure Money Advisors
Secure Money Advisors is expanding and seeking an experienced Chief Income Planning Advisor to join our advisory team in King of Prussia. This role is designed for accomplished advisors who want to focus on what they do best: meeting with...
Last checked on May 2, 2026. We may earn a commission when you click through.
Chief Income Planning Advisor
Secure Money Advisors
Updated 8 days agoYou'll be redirected to ziprecruiter.com
About this role
Secure Money Advisors specializes in providing tailored financial advice to high-net-worth individuals with a focus on income planning.
About the Company
Secure Money Advisors specializes in providing tailored financial advice to high-net-worth clients, focusing on income planning and wealth management.
Key Highlights
- ✓ Warm, pre-qualified client opportunities provided by the firm
- ✓ No prospecting or cold calling required
- ✓ Dedicated support staff for administrative tasks
- ✓ Integrated financial planning platform
- ✓ Focus on building and managing client relationships
💡 Honest Take: This advisory position lets you skip the grind of prospecting, but you'll need solid credentials like a Maryland Life License and FINRA Series 65. The internal support is a nice bonus, letting you concentrate on your clients.
You'll be redirected to ziprecruiter.com
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