Financial Services Representative; Entry-Level | Financial Advisor

Integrated Financial Concepts is a growing financial services firm committed to helping individuals and families plan for their financial futures. We believe meaningful work starts with a supportive culture—one that values integrity, professional growth, and long-term client relationships.

This is a Financial Services Representative / Financial Advisor role
, ideal for individuals interested in starting a career in financial services, financial planning, or wealth management. Prior industry experience is not required. We provide structured training, mentorship, and development resources to help you succeed.

As an Entry-Level Financial Services Representative, you will learn how to build client relationships, conduct financial needs analysis, and support the delivery of personalized financial strategies. This role is designed to develop the foundational skills needed for a long-term career as a financial advisor.

You will work closely with experienced advisors while learning how to grow a client-focused financial services practice—
in business for yourself, but not by yourself
.

Our Financial Advisor Training Program is built specifically for entry-level professionals and career changers.

Support includes:

• Structured onboarding and licensing support
• One-on-one mentorship with experienced financial advisors
• Ongoing group training and professional development
• Market-specific coaching tailored to your local client base
• Marketing support and referral-based prospecting strategies
• Clear development milestones and career progression paths

Our goal is to help you build a sustainable, long-term financial planning career
, not a one-size-fits-all sales role.

Integrated Financial Concepts offers a competitive compensation and benefits package, including:

• Performance-based compensation with long-term earning potential*
• Opportunity for a full benefits package, including medical, dental, life, healthcare, and pension
• Tuition reimbursement for professional licenses and industry designations
• Recognition and incentive programs, including travel opportunities

* Compensation increases with experience, licensing, and growth of client base.

• Learn and apply foundational financial planning and wealth management concepts
• Build client relationships through firm-supported marketing, referrals, and networking
• Assist with client meetings, fact-finding, and financial needs analysis
• Support servicing of client accounts, including paperwork and administrative processes
• Participate in ongoing training, coaching, and professional development
• Develop strong communication, relationship-building, and client-facing skills

• Bachelor’s degree preferred, or equivalent professional or educational experience
• Interest in a financial advisor or financial services career
• Strong communication and interpersonal skills
• Positive attitude, strong work ethic, and willingness to learn
• Self-motivated with the ability to accept coaching and feedback
• High level of integrity, professionalism, and ethical standards
• Comfortable working in a fast-paced, growth-oriented environment

This role is ideal for individuals seeking an entry-level opportunity in financial services with structured training, mentorship, and long-term growth potential. If you are motivated, coachable, and interested in building a meaningful career in financial planning or wealth management, we encourage you to apply.

Securities and advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017,  or . Integrated Financial Concepts is independent of Equity Services, Inc. TC)3