Financial Advisor — Ai Merchantry™

Description

At Ai Merchantry™, we’re not just building financial plans — we’re helping families, business owners, and future-minded individuals build legacy, impact, and balance. As a values-driven fractional family office, we unite the tools, talent, and technology needed to guide people through every chapter of their financial lives.

We’re seeking Financial Advisors who want to serve with intention — those who lead with empathy, think strategically, and act with care. This role is ideal for professionals ready to elevate their purpose while being part of something larger than a firm — a movement.

This is a commission-only, entrepreneurial role designed for professionals who want to specialize in long-term care solutions. As part of Ai Merchantry’s fractional family office model, you’ll educate, guide, and empower clients with clarity, compassion, and integrity.

Key Focus Areas for Ai Merchantry Financial Advisors:

• Support Senior Wealth Advisors in delivering holistic, values-based planning — with growing ownership of select client relationships

• Contribute to financial plans and investment strategies aligned with each client’s vision of living well and leaving well™

• Drive preparation and follow-up for meaningful client meetings, ensuring clarity, responsiveness, and care

• Mentor junior team members by modeling excellence, precision, and patience

• Take initiative on client execution items, steadily progressing toward independent relationship management

• Understand and manage business processes including onboarding workflows, fee schedules, and client agreements

• Build and maintain meaningful relationships with COIs and referral partners in alignment with our community-based model

• Act as a key contributor to team-based revenue goals, innovation, and client experience improvements

Qualifications & Requirements

• Bachelor's degree required; advanced education a plus

• 4–8 years of experience in wealth management, financial services, or insurance planning

• One of the following designations required: CFP®, CFA®, CPA, JD, or MBA

• Proven ability to deliver client-centric financial strategies across wealth, risk, tax, and legacy planning

• Proficiency with Ai Merchantry’s core toolset, including CRM, DocuSign, Microsoft 365, and platforms like Asset-Map™, eMoney®, or other planning software

Core Competencies

• Mentorship & Team Development – Actively uplifts others through thoughtful guidance and peer support

• Relationship & Practice Management – Balances people-centered service with disciplined execution

• Attention to Detail & Strategic Thinking – Capable of deep analysis without losing sight of the big picture

• Communication Mastery – Clear, concise, and timely across written, verbal, and visual mediums

• Emotional Intelligence – Leads with empathy, reads the room, and builds trust at every step

• Ownership Mindset – Sees every task as an opportunity to make an impact; follows through with excellence

Role Expectations

This position description provides a general overview of the expectations and responsibilities of the role. As our business continues to evolve, additional responsibilities may be introduced or adjusted to reflect the dynamic needs of our clients, partners, and advisors. Advisors are expected to embrace flexibility, growth, and innovation as they build their book of business within the Ai Merchantry framework.

Role Structure & Earning Opportunity — Financial Advisor (Commission Only)

This position is designed for entrepreneurial professionals who are passionate about building their own client base, growing a personal brand within the Ai Merchantry™ ecosystem, and helping individuals, families, and business owners live well and leave well™.

As a commission-only opportunity, this role offers unlimited earning potential based on your drive, consistency, and ability to deliver intentional, high-value solutions. You’ll have access to Ai Merchantry’s proprietary tools, branded programs, and national support network — all designed to help you scale your practice and serve with purpose.

Compensation & Commission Structure

This is a 100% commission-based role. Compensation is earned through client acquisition, product placement, service delivery, and relationship management. Advisors are paid in accordance with applicable state and federal laws, and compensation varies based on individual performance, product mix, carrier contracts, and client volume.

There is no guaranteed base salary. Earnings are based on a tiered and scalable commission schedule — designed to reward those who take ownership, build relationships, and deliver solutions.

At Ai Merchantry™, you’re not limited by a ceiling — you’re empowered by a platform.

What Determines Your Income?

Income potential is determined by a variety of factors, including but not limited to:

• The number and quality of client relationships you build

• The products and planning strategies you implement (life insurance, annuities, long-term care, premium financing, etc.)

• Your consistency in following up, educating, and earning trust

• Your engagement in Ai Merchantry programs such as LifeLink™, BOSS, We‑LL Care™, Blueprints to Black Wealth, and more

• Your ability to leverage tech tools like Asset-Map™, LifeLink™, Ensight, GoHighLevel, and other technology to enhance service and retention

While average earnings vary widely by advisor, many committed professionals build a six-figure income within 18–36 months. However, success is not guaranteed — only empowered.

Advisor Engagement Details & Expectations

Physical Requirements & Work Environment

Ai Merchantry™ is a platform that empowers licensed professionals to build their own book of business while leveraging digital tools, strategic partnerships, and flexible support models.

This is a remote-friendly, commission-only opportunity, allowing advisors to work from a location of their choice. While the majority of tasks can be performed virtually, the role does require:

• The ability to sit for extended periods and use a computer for daily planning and client communication

• Occasional in-person meetings, events, or seminars (as scheduled by you or your team)

• Comfort handling light materials such as marketing kits, iPads, or promotional materials (typically under 15 pounds)

Reasonable accommodations will be made for individuals with disabilities to ensure success in both digital and in-person environments.

U.S. Eligibility Requirements

To engage with Ai Merchantry™ as a licensed financial advisor, applicants must meet the following criteria:

• Must be 18 years of age or older

• Must hold or obtain appropriate state insurance and/or financial licenses

• Must be legally authorized to work in the United States; Ai Merchantry™ may request verification of identity and work authorization in accordance with I-9 and E-Verify standards

• Must be willing to undergo a background check as part of our commitment to professionalism, ethics, and fiduciary integrity

• May be asked to sign a Confidentiality and Non-Solicitation Agreement to protect client relationships and brand standards

What You Can Expect from Us

At Ai Merchantry™, you're not just earning commissions — you're building a business, a legacy, and a community of impact. Here's what sets our platform apart:

• Access to branded tools and digital assets, including LifeLink™, QuriosityQuote™, Advisor iMatch, and Asset-Map™

• Marketing resources, client portals, onboarding systems, and co-hosted webinars to grow your pipeline

• Community engagement programs like Blueprints to Black Wealth™, We‑LL Care™, Protected Tomorrows, and more

• Ongoing training, mentoring, and peer-to-peer support rooted in collaboration, not competition

• Lead-sharing and referral ecosystems designed around trust, alignment, and abundance

• Opportunities to give back through our Impact programs and community-based initiatives

At Ai Merchantry™, we don’t promise a job — we invite you to build a practice of purpose.

Our Commitment to Diversity & Inclusion

We believe in the full participation of all professionals in a safe, respectful, and growth-centered environment. Ai Merchantry™ proudly embraces diversity in all its forms and recruits advisors without regard to race, gender identity, age, disability, religion, sexual orientation, veteran status, or any other protected category.

Your values matter here. Your story matters here.

Let’s build something meaningful — together.