Entry-Level Financial Advisor

Overview

Entry-Level Financial Advisor – Remote / Hybrid. Launch Your Career with Fortune-500-Level Support.

• 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

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.