Entry Level Financial Advisor

We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.

As a Financial Advisor, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.

• Industry top tier Training & Development
• Career growth opportunities

• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

• Competitive
• Driven
• Go-getter
• Coachable
• Communicative
• Self-disciplined
• Authentic

• $120,000+ at plan earnings