FINANCIAL ADVISOR (ENTRY-LEVEL)

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVELOCATION: Remote / Hybrid, United StatesJOB TYPE: Full-TimeSALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)ABOUT THE ROLEWe 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 developmentConduct financial needs analysis and fact-finding interviewsEducate clients on retirement planning, life insurance, disability insurance, and investment optionsSupport portfolio implementation including mutual funds and insurance productsMaintain client relationship management (CRM) recordsEnsure regulatory compliance and documentation standardsParticipate in licensing preparation and professional developmentDeliver ongoing client service and relationship managementREQUIRED QUALIFICATIONS High school diploma or equivalentAbility to obtain Life and Health Insurance licenseStrong communication and consultative sales skillsComfortable with prospecting, lead generation, and client acquisitionBasic proficiency with CRM software and Microsoft OfficePREFERRED QUALIFICATIONS Bachelor's degree in Finance, Business Administration, Economics, or Marketing1+ year of experience in sales, banking, insurance, financial services, or customer serviceActive Life and Health Insurance licenseInterest in securities licensing including Series 6, Series 7, Series 63, or Series 66Interest in Certified Financial Planner (CFP) trackBENEFITS W-2 employment statusCommission-based compensation with residual incomePerformance bonuses and production incentives401(k) with company matchMedical, dental, vision, life, and disability insuranceLicensing sponsorship (if applicable)Structured mentorship and financial advisor training programFlexible schedulingABOUT THE COMPANYThe 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 STATEMENTWe 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.Powered by JazzHR