FINANCIAL ADVISOR (ENTRY-LEVEL)

FINANCIAL ADVISOR (ENTRY-LEVEL) - providing financial planning, retirement planning, insurance planning, and investment advisory support. This is a W-2 position with commission-based compensation.

Requirements

• Prospect new clients through networking, referrals, and business development
• Conduct financial needs analysis and fact-finding interviews
• Educate clients on retirement planning, life insurance, disability insurance, and investment options
• Support portfolio implementation including mutual funds and insurance products
• Maintain client relationship management (CRM) records
• Ensure regulatory compliance and documentation standards
• Participate in licensing preparation and professional development
• Deliver ongoing client service and relationship management

Benefits

• W-2 employment status
• Commission-based compensation with residual income
• Performance bonuses and production incentives
• 401(k) with company match
• Medical, dental, vision, life, and disability insurance
• Licensing sponsorship (if applicable)
• Structured mentorship and financial advisor training program
• Flexible scheduling