Financial Associate

We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team. In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.

Background in Finance or Financial Services is NOT REQUIRED.

• Attend virtual and in-person training to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow the client base.
• Ensure compliance with financial industry standards and licensing requirements.
• Maintain compliance with industry regulations and licensing requirements.
• Provide guidance on insurance, investments, and retirement planning.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Participate in structured coaching and mentorship programs.

• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Oriented
• Self‑motivated, coachable, and driven to succeed.
• Competitive mindset with a history of leadership or achievement.
• No prior financial experience is required, and comprehensive training is included.
• Strong interpersonal and communication skills.
• Must be authorized to work in the US.
• Must be a U.S. Citizen, Permanent Resident, or Green Card holder.

• One‑on‑one strategic coaching
• Mentorship, peer group learning environment
• Virtual and in‑person training
• Remote access to top resources and experts in the industry
• Marketing systems and capital
• Leadership advancement track
• Sponsorship for licenses and ongoing professional training
• Flexible schedule
• Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
• Bonuses & Commissions
• Company‑Sponsored Destination Trips Worldwide

$60,000 per year