Sales Advisor

Overview

At Choules Financial, we’ve built our business around one powerful belief:
Life is too short for “what ifs.” We help our clients—and our team—replace financial uncertainty with confidence, possibility, and joy.

Our culture is built on care, confidence, and community. We are known for empowering team members to grow, specialize, and achieve their dreams while making a meaningful impact. Your work matters—to our clients, to your teammates, and to you.

We’re redefining what it means to work in financial services: more fulfillment, more opportunity, and fewer “what ifs.”

Are you ready to help clients say YES to a life of financial confidence and possibility? As a Financial Advisor at Choules Financial, you’ll:

• Build trust-based relationships with clients, helping them navigate retirement income, investments, tax planning, and insurance solutions.
• Develop and implement personalized financial strategies that transform clients’ lives.
• Conduct high-touch client meetings, proactively monitoring portfolios and ensuring client goals stay on track.
• Act as a guide and leader, helping clients move beyond fear and uncertainty to pursue their dreams with confidence.
• Support business growth by building relationships through referrals, events, and community outreach.

• You empower clients to live a life of YES—no regrets, no fear.
• You become a trusted leader and resource for clients and the team.
• You grow your career and achieve personal and professional milestones within a firm that cares.

• Series 65, life Licensed, (CFP preferred).
• Minimum 2 - 4 years’ experience in financial advisory, client service, or a related role.

• What’s Possible: empower clients (and team members) to pursue possibility.
• Create Impact: our work changes lives.
• Invest in You: we believe team growth drives client and business growth.
• Stand Out Together: you are part of a team that values your input, trusts your abilities, and celebrates your achievements.

If you’re a driven, compassionate professional ready to take your career to the next level, we want to hear from you. Apply to join a team that’s excited about your future.

At Choules Financial, you’ll do work that matters—because you matter.