Entry-Level Financial Planning

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking an educational approach to finances and delivering expertise to people from all backgrounds. Partnering with some of the top 100 Fortune 500 companies, we provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard‑working, have good communication and customer‑service skills, love to help people, and are willing to start a training program as an entry‑level financial planning professional and possibly develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short‑term and long‑term financial goals using our financial solutions, products and services (including retirement planning, wealth accumulation, college planning, investments, and insurance).

Whether you are looking to start or transition into a new full‑time career, develop a new skill, or obtain part‑time income, a flexible schedule is available.

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• Able to complete licensing requirements within 14 days