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 qualified clients, delivering strategic financial advice, and closing new business. Unlike many advisory roles, Secure Money Advisors provides a consistent flow of warm, pre-qualified high-net-worth client opportunities. Advisors are not expected to prospect, cold call, or rely on their personal networks to generate business. Our firm also provides a strong internal support structure. Junior team members assist with modeling, preparation, account servicing, and administrative responsibilities so you can focus on client strategy and relationship management. What This Role Offers Warm, qualified client opportunities provided by the firmNo cold calling or reliance on personal networksDedicated support staff handling administrative and operational workIntegrated financial planning platform including investments, annuities, estate, and tax strategyOpportunity to manage and grow relationships with high-net-worth clientsCollaborative team environment with mentorship and professional development Key Responsibilities Client Relationship Management Serve as lead advisor for high-net-worth individuals and familiesUnderstand client goals and implement customized strategies including AUM portfolios, annuity income strategies, and coordinated estate and tax planningDeliver exceptional client experiences that foster long-term relationshipsClient Strategy & Execution Conduct client meetings and present tailored financial strategiesGuide the development of financial plans and portfolio models prepared by support staffEnsure client recommendations align with financial objectives and risk toleranceOversee preparation of client review materials and prospective client presentationsTeam Leadership Mentor junior advisors and support staffBring developing team members into client meetings to support their growthContribute to a collaborative culture focused on delivering excellent client outcomesRisk Management & Compliance Maintain strict adherence to compliance standards and documentation requirementsExercise sound fiduciary judgment when advising clientsOversee timely completion of client service and account maintenance tasksQualifications Bachelor’s degree required8+ years of wealth management, financial advisory, or investment advisory experienceExperience working with annuity strategies and/or AUM portfoliosMaryland Life, Accident & Health Producer LicenseFINRA Series 65Strong client-facing and relationship management skillsExperience working with high-net-worth clients preferredPreferred Credentials: CFP®, CFA, or MBA Compensation & Transition Support We recognize that experienced advisors should not have to start from scratch when joining a new firm. Advisors joining SMA are offered a contractual draw based on production with their previous firm, providing stable income during the transition period until commissions replace the draw. A medical coverage stipend is also included. Unlike many firms, there are no rigid production quotas or minimum annual sales targets. Advisors are empowered to focus on delivering great advice and growing client relationships with the firm’s lead flow and support. If this sounds like the right fit for you, let's have a conversation.