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Entry-Level Financial Advisor

Career HeadhunterBixby, OK

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Overview

Schedule
Full-time
Career level
Entry-level
Remote
Hybrid remote
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

Entry-Level Financial Advisor – Remote / Hybrid

Launch Your Career with Fortune-500-Level Support

  • Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.

  • Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.

  • Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.

  • Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.

  • Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.

What You’ll Do

  • Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.

  • Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.

  • Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.

  • Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.

  • Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).

What You’ll Bring

  • Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).

  • Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.

  • Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.

  • Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).

We Provide

  • Compensation & Benefits

    • W-2 with 7.5 % FICA

    • 401(k) with 6 % match

    • Medical, dental, vision, life & disability coverage

    • National recognition programs and chairman’s trips

  • Career Launch Package

    • Licensing fees and study materials paid

    • Structured 90-day ramp with dedicated mentor

    • Marketing leads, digital tools, and administrative support

    • Clear pathway to Senior Advisor, Recruiting, or Leadership tracks

Your Next Step

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.

Career Headhunter is 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.

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FAQs About Entry-Level Financial Advisor Jobs at Career Headhunter

What is the work location for this position at Career Headhunter?
This job at Career Headhunter is located in Bixby, OK, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Career Headhunter?
Employer has not shared pay details for this role.
What employment applies to this position at Career Headhunter?
Career Headhunter lists this role as a Full-time position.
What experience level is required for this role at Career Headhunter?
Career Headhunter is looking for a candidate with "Entry-level" experience level.
What is the process to apply for this position at Career Headhunter?
You can apply for this role at Career Headhunter either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.