If you searched Superstar Sourcing for Associate Financial Advisor (with 3 additional requirements) on January 3, 2026 you'd find 463 great candidates

M**** G***

Financial Advisor - Managing Partner, McDermott Gall Wealth Management

This candidate is an experienced Financial Advisor who explicitly holds Life and Health Insurance Licenses and focuses on financial planning for retirement and wealth preservation. Merrill, Smith Barney, Raymond James → GCG Wealth Management (current). Excellent.

S**** D****

Founding Partner at Preferred Financial Group, LLC

Excellent fit with deep experience as a Financial Advisor, CFP, and previous roles selling insurance; located within range in the Midwest. Career: Prudential Agent → Mutual of Omaha Agent → John Hancock FA → Derby Financial Pres/Owner → Current Partner/CFP. Excellent.

P*** C****

Financial Advisor

Perfect fit, actively operating as a Financial Advisor with explicit focus on insurance, retirement, and comprehensive planning, located centrally in the Midwest. Ameriprise FA → AXA → Campbell & Assoc, 31 years experience, Aurora IL. Excellent.

P**** A****

Financial Advisor, Senior Vice President at IHT Wealth Management

This candidate is an established senior financial advisor with explicit experience in financial planning and holding required insurance licensing, located perfectly in the target region. Ex-IHT Wealth Management, 20+ years experience, CRPC, AIF, insurance licensed. Excellent.

R**** H****

Owner at Our House Wealth Investments LLC

Exceptional fit, clearly offering Financial Planning and Insurance (Life/LTC) services as an Owner/Advisor, located in the Midwest and close by. Founder at Our House Wealth, 26 years, offering Investments, Insurance, Financial Planning. Excellent.

A**** M****

Financial Advisor at Baird Private Wealth Management

Clearly working as a Financial Advisor focusing explicitly on financial plans and retirement. Experience at Baird and Wintrust in the region confirms relevance. Insurance not explicitly mentioned in the snippet but Financial Advisor implies licensing. Financial Advisor, Financial Planning, Midwest, Location match. Strong.

A**** B****

Registered Representative at Lincoln Investment Planning

Excellent historical exposure to insurance (Allstate, annuities), comprehensive solutions mentioned, and proximity is good, though current title is Representative. Lincoln Inv. Planning → Allstate → UVEST → First Investors, deep experience. Excellent.

R*** D****

Financial Advisor at Raymond James

She is a highly experienced Financial Advisor with deep expertise in comprehensive financial planning and insurance integration. Raymond James experienced advisor focused on planning. Raymond James → AG Edwards. Excellent.

A**** R****

Investment Advisor Representative at Wealth Ease Wealth Management, LLC

Excellent fit showing strong experience providing Financial Planning services and explicitly listing Insurance products (Life, Annuity, LTC) while working as an Investment Advisor Rep in the Midwest. RIA career → current role at an RIA. Specialist level. Excellent.

A* A****

Senior Investment Executive at Ceniter Investment Services

Very strong candidate as a Senior Investment Advisor Representative explicitly covering insurance and investment planning, located close to the region. Centier Bank (16 years) → Senior Investment Executive, US Naval Reserve veteran, Series 7/63/65 + Life/Health License. Strong.

M*** G****

Financial Consultant at TD Ameritrade

Extensive background as a Financial Consultant, licensed for insurance, and geographically well-located. TD Ameritrade → Fidelity Investments → J.P. Morgan, 25+ years total, holds insurance licenses. Excellent.

D**** Z****

Founder - Financial Advisor at Midwest Investment and Business Advisors, PLLC

Excellent fit as a founder/advisor explicitly serving the Midwest region with a focus on advisory services, though explicit documentation of insurance licensing is missing, the scope suggests comprehensive advisory. Founder of firm explicitly serving IL, IN, MO, WI. Ex-Financial Advisor role for 35+ years. Strong.

M*** R***

Financial Advisor at COUNTRY Financial

Excellent match with extensive experience as a Financial Advisor specifically highlighting insurance products and financial planning services at COUNTRY Financial, located in the Midwest. COUNTRY Financial FA (25+ yrs) → Specialties: Annuities, Life/Disability Income. Excellent.

B** S****

Senior Wealth Advisor

This senior advisor explicitly mentions designing 360° plans including insurance solutions, aligning very closely with the comprehensive requirement. Mariner Wealth → Merrill Lynch, 11+ years experience, CFP, CPWA, CRPC. Strong.

T**** M****

First Vice President, Senior Financial Advisor

Excellent fit as a Senior Financial Advisor with 19 years of experience covering goal-based planning, retirement, and explicitly mentioning insurance needs assistance. Ex-Merrill SVP/Advisor. Excellent.

S**** M****

Good financial choices start with facts and options.

This candidate explicitly mentions holding insurance licenses and providing ongoing financial guidance, aligning very closely with the job requirements and is located in the Midwest region. Long career (36+ years) helping clients with products and ongoing advice. Excellent.

D**** B****

Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial Services, LLC

This experienced CFP directly mentions financial planning, insurance, and has decades in the Financial Advisor role within the Midwest region. Ameriprise → Ameriprise (various roles) for 39 years. Excellent.

C**** C****

Partner & Wealth Management Advisor with Park Place Wealth Management at Northwestern Mutual

This is a Partner/Wealth Management Advisor focusing on financial planning and strategy, located in the Midwest region. Partner/WMA at Park Place (NML) - focus on comprehensive financial planning and strategy. Excellent.

J**** G****

Vice President, Wealth Advisor at Mesirow Financial

Excellent experience as a Vice President and Wealth Advisor directly involving financial planning, insurance, and advising roles, and located in the target region. Mesirow Financial → 16 years as advisor/planning, CFP, CFA. Excellent.

C**** J****

Managing Principal at Azalea Wealth Management LLC

This individual has strong experience as a Financial Advisor in the Chicago area, covering planning and likely insurance, and is within the desired location. Ameriprise FA (11 years) → Managing Principal at Azalea Wealth Management (5 years).

B**** F****

CEO Big Fish Wealth Partners LLC

Excellent fit, explicitly mentions experience in investment management, insurance, and providing concierge service catering to individual client needs since 1989. Ex-Northern Trust (18 yrs) → Bank of America → CEO of private wealth firm. Excellent.

D**** H****

Senior Financial Consultant at LPL Financial

Strongly matches the Financial Advisor role, explicitly lists insurance skills/experience (UBS Life Insurance Coordinator), near location, and has CFP certification suggesting comprehensive planning. LPL → Ameriprise → UBS → Prudential, CFP certification. Excellent.

P*** B****

Partner & Financial Planner | Five Star Professional

This candidate is a Financial Planner with deep experience, insurance licensing, and is located in the Midwest region. Ex-founding partner at wealth firm → financial planner at WestPoint → compliance consultant → branch manager at Scottrade. Strong.

F**** G****

Wealth Management Advisor at U.S. Bancorp Investments, Inc.

This advisor clearly details experience in wealth management, financial planning, and insurance, fitting most core requirements while being located in the Midwest. U.S. Bancorp Investments Advisor career focused on comprehensive planning. Excellent.

P**** T****

Financial Advisor at Large Financial Firm

An excellent match with extensive background as a Financial Advisor explicitly mentioning insurance and planning in a Midwest location. Wealth Mgmt Advisor at Large Firm/US Bank, 25 yrs exp, Chicago, IL. Excellent.

J** M****

Financial Advisor at Wells Fargo Advisors

This candidate is a current Financial Advisor with explicit mention of insurance products in their disclosure, is located very close, and has deep experience in the field. Financial Advisor (16.8 yrs) at Wells Fargo → Principal role (26 yrs). Iowa State Masters. Excellent.

D*** K****

Owner at Kutschenreuter Financial Services INC.

Candidate owns a financial services firm providing investment/insurance advice and has direct insurance agent experience. Owner/Advisor → Owner at Kutschenreuter (17yr), Farmer's Insurance Agent (9yr), CFP/ChFC, Wisconsin. Excellent.

A*** R****

CERTIFIED FINANCIAL PLANNER™ and Owner at Comprehensive Planning Corp specializing Investments | Insurance | Financial Planning

Perfect match on content, explicitly offering Financial Planning, Insurance Planning, and holding CFP designation with long tenure as an Advisor. Comprehensive Planning Corp (24+ yrs), CFP, mentions Insurance Planning. Excellent.

C**** R***

Wealth Manager at High Point Capital Group

Excellent fit, current role explicitly mentions Financial Planning and experienced in insurance/investment advisory roles throughout career. High Point (8 yrs) → MetLife → High Point (24+ yrs total), mentions Financial Planning and investment advisory. Excellent.

A**** S****

Excellent match in experience as a Financial Advisor focusing on comprehensive planning, located in the Midwest, though the required insurance licensing isn't explicitly highlighted in the current role snippet. Senior VP - Financial Advisor at Wealth Enhancement Group for 5+ years, CFP®, ChFC®. Excellent.