FINANCIAL ADVISOR (ENTRY-LEVEL)

Financial Advisor (Entry-Level) role provides financial planning, retirement planning, insurance planning, and investment advisory support. The role involves prospecting new clients, conducting financial needs analysis, and maintaining client relationship management records. Earnings are tied to production, client acquisition, and retention.

Requirements

• High school diploma or equivalent
• Ability to obtain Life and Health Insurance license
• Strong communication and consultative sales skills
• Comfortable with prospecting, lead generation, and client acquisition
• Basic proficiency with CRM software and Microsoft Office

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