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.
Entry-Level Financial Advisor – Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You’ll Do
Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).
What You’ll Bring
Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman’s trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts – Your success starts here.
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.