Financial Services Associate

About Us:Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.As a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.What Makes This Role Different:No large network required: You’ll receive qualified leads and marketing support to help you build your client base.Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.Key Responsibilities:Meet with prospective clients (provided leads + self-generated opportunities)Conduct financial needs assessments and identify appropriate solutionsEducate clients on financial strategies (retirement, protection, savings, etc.)Build and maintain long-term client relationshipsParticipate in training, coaching, and team development activitiesTrack daily activity and progress toward personal goalsCompensation StructureActivity-Based Stipend: Earn consistent income based on key activitiesPerformance Bonuses: Additional earnings tied to production milestonesCommission Potential: Unlimited income based on client solutions implementedLong-Term Residual Income: Build a sustainable income stream over timeTraining & SupportComprehensive onboarding program (no prior experience required)Ongoing mentorship from experienced professionalsAccess to proven scripts, systems, and marketing toolsLicensing support (where applicable)Weekly coaching and development sessionsEarn required licensing (Life, SIE, Series 7 and Series 66)Who This Role is Perfect ForEarly-career professionals or career changersIndividuals without a large natural market or networkHighly motivated, coachable, and goal-oriented individualsStrong communicators who enjoy helping othersSelf-starters who thrive in a flexible, performance-based environmentPreferred (Not Required)Bachelor’s degree or equivalent work experienceInterest in finance, sales, or entrepreneurshipCustomer service or people-facing experienceCareer PathThis role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:Senior Financial AdvisorTeam Leader / ManagerSpecialist roles (retirement, wealth strategies, etc.)Why Join UsWe believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.Apply today to start building a career with purpose, flexibility, and unlimited growth potential.