<Back to Search
Investment Representative / Insurance Sales
Fort Myers, FLMarch 20th, 2026
About Alliance Financial GroupFounded in 1987, Alliance Financial Group (AFG) helps individuals, families, and businesses achieve long-term financial security and confidence in their financial decisions.The OpportunityAlliance Financial Group is seeking motivated Investment Representatives / Financial Advisors to join our growing team.In this role, you will partner with clients to design personalized financial strategies that help them protect what matters most while building long-term wealth.This opportunity is ideal for professionals who are entrepreneurial, client-focused, and looking to build a rewarding career helping others achieve financial independence.What You'll Do• Identify and assess clients' financial goals, risk tolerance, and long-term objectives• Develop customized financial strategies including investments, insurance, and retirement planning• Educate clients on wealth-building, protection strategies, and risk management solutions• Build and maintain long-term client relationships based on trust and performance• Stay informed on financial products, market trends, and regulatory requirements• Achieve sales and client service goals while maintaining the highest ethical and compliance standardsCompensation & Income StabilityThis role includes a guaranteed non-recourse draw that functions like a salary, designed to provide financial stability while advisors build their client base.What this means:• Paid as W-2 income• Guaranteed monthly income that never has to be repaid• Commissions earned offset the draw as production growsTypical income ranges:• Experienced & fully licensed advisors:$6,000 – $8,000/month draw ($72K – $96K annually)• New or partially licensed candidates:$4,000 – $6,000/month draw ($48K – $72K annually)• Seasoned advisors with an active book:Up to ~$10,000/month combined with potential transition supportWhy Advisors Choose Alliance Financial GroupAFG offers a long-term career platform rarely found in the financial services industry:Lifetime Renewal Income – Continue earning renewals even after retirementDefined Benefit Pension Plan – A true pension based on W-2 income and tenureThree Deferred Compensation Programs – Additional long-term wealth buildingBook-of-Business Buyout – Guardian purchases your book at retirementTransition Compensation – Available for advisors with an existing client baseWhat We're Looking For• Strong interest in financial planning, investments, and insurance strategies• Excellent relationship-building and communication skills• Analytical mindset with the ability to recommend tailored solutions• Entrepreneurial drive and commitment to client successPreferred Qualifications• FINRA Series 6 or 7 license• State insurance licenses (or willingness to obtain)• Background in financial services, banking, insurance, or sales• Bachelor's degree in Finance, Business, Economics, or a related field is a plusAdditional Job Application TermsThis job is part of LinkedIn's Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.We're committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you're a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don't hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.
Showing 50 of 146,712 matching similar jobs in Charenton, LA
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor - Spanish
- Retirement Plan Advisor - Spanish
- Retirement Plan Advisor - Spanish
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor - Spanish
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor
- Retirement Plan Advisor
- Private Client Broker
- Client Advisor - LGA Specialist Beverly Hills, California
- Private Client Advisor
- Private Client Advisor
- Private Client Advisor
- Private Client Advisor
- Capital Markets AssociateSan Jose, CAMarch 20th, 2026
- Capital Markets AssociateHayward, CAMarch 20th, 2026
- Private Client Associate - Hackensack, NJ
- Remote Client Advisor
- Capital Markets AssociateAlameda, CAMarch 20th, 2026
- Capital Markets AssociateSunnyvale, CAMarch 20th, 2026
- Investment Real Estate Agent
- Investment Real Estate Acquisitions Agent
- Strategic Commercial Insurance Risk Advisor
- Hedge Funds & Private Markets Sales Executive
- Account Executive - Real Estate Private Lending
- Private Client Advisor - Beverly Hills, Rodeo Dr.
- Investment Real Estate Sales Specialist
- Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
- Private Client Advisor
- Investment Real Estate Acquisitions Agent
- Capital Markets AssociateSan Mateo, CAMarch 20th, 2026
- Capital Markets AssociateSanta Rosa, CAMarch 20th, 2026
- Commercial Real Estate Broker - Investment Sales
- Investment Associate