Entry-Level Financial Advisor

• 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.

• 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).

• 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).

• 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

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