Job Description
FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES - 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
REQUIRED QUALIFICATIONS - 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
PREFERRED QUALIFICATIONS - Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
- 1+ year of experience in sales, banking, insurance, financial services, or customer service
- Active Life and Health Insurance license
- Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
- Interest in Certified Financial Planner (CFP) track
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
ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws. We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
Job Tags
Full time, Traineeship, Work at office, Local area, Remote work, Flexible hours