EntryLevel Financial Advisor

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

• Attend hybrid meetings, including in-person team collaboration, as required.
• Attend virtual and in-person training to enhance financial expertise.
• Work with clients to assess financial needs and develop personalized strategies.
• Participate in structured coaching and mentorship programs.
• Provide guidance on insurance, investments, and retirement planning.

• No prior financial experience required; comprehensive training included.
• Self-motivated, coachable, and driven to succeed.
• Must be authorized to work in the US.
• Demonstrated leadership or proven track record of success.
• Excellent communication and relationship-building abilities.
• Minimum 2+ years of experience in financial services, investment advising, or insurance
  .
• Active licenses preferred:
  Life & Health Insurance License
  ; FINRA Series 6/7 and Series 65 or 66 (or willingness to obtain — sponsorship available).
• Demonstrated success in:
  Client acquisition and retention
  ; Financial planning or investment strategy development
  ; Building and maintaining a book of business
  ; Strong personal/professional network with business development capability
  .
• Business mindset with a drive to build and lead a team or practice
  .
• High-level communication, interpersonal, and consultative skills.
• Self-motivated
  , disciplined, and goal-oriented.
• Tech-savvy — comfortable using virtual meeting tools, CRM platforms, and planning software.
• Committed to high ethical standards and client-first principles.
• Must be authorized to work in the U.S.

$250,000 per year