Job Description
WE BELIEVE IN…
A Community of Respect:
We structure our work environment so that each person is enabled to create their best product and achieve maximum potential. We values a culture of creativity, inclusion, team spirit, diversity of opinion, and free communication. The key to maintaining this free and creative culture is respect for the opinions, ideas, and feelings of others.
Integrity:
We are honest, transparent, and committed to achieving the best outcomes for our customers and our company. We openly collaborate with our clients. We delivers authenticity in our analytics and results.
A Relationship-Driven Approach to Projects:
We connects with customers, partners, and consumers to drive success. We believe teamwork delivers the greatest results and encourages open, passionate, respectful collaboration among all of our team members.
LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)
ABOUT THE ROLE
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.
RESPONSIBILITIES
- Prospect new clients through networking, referrals, and business development
- Conduct financial needs analysis and fact-finding interviews
- Educate clients on retirement planning, life insurance, disability insurance, and investment options
- Support portfolio implementation including mutual funds and insurance products
- Maintain client relationship management (CRM) records
- Ensure regulatory compliance and documentation standards
- Participate in licensing preparation and professional development
- Deliver ongoing client service and relationship management
- High school diploma or equivalent
- Ability to obtain Life and Health Insurance license
- Strong communication and consultative sales skills
- Comfortable with prospecting, lead generation, and client acquisition
- Basic proficiency with CRM software and Microsoft Office
- Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
- 1+ year of experience in sales, banking, insurance, financial services, or customer service
- Active Life and Health Insurance license
- Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
- Interest in Certified Financial Planner (CFP) track
- W-2 employment status
- Commission-based compensation with residual income
- Performance bonuses and production incentives
- 401(k) with company match
- Medical, dental, vision, life, and disability insurance
- Licensing sponsorship (if applicable)
- Structured mentorship and financial advisor training program
- Flexible scheduling
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.