Entry-Level Financial Advisor
Entry-Level Financial Advisor
Posted 21 days ago
SENIORITY
Junior
About the role
- Meet with clients to understand their financial goals, needs, and priorities
- Develop customized strategies for retirement, wealth building, and protection
- Build and maintain long-term client relationships
- Learn financial planning concepts, products, and industry regulations
- Prospect and network to grow your client base
- Comprehensive training program and ongoing mentorship
- Licensing support (Series 6/7, Series 63/65 or 66, Life & Health)
- Clear career advancement opportunities
- Access to a wide range of financial products and planning tools
- Collaborative and supportive team environment
- A scalable, uncapped commission and bonus compensation structure tied to your book of business
- Strong communication and interpersonal skills
- Self-motivated with an entrepreneurial mindset
- Interest in finance, investing, and helping others succeed
- Coachable, goal-oriented, and driven to grow
- Bachelor’s degree preferred
- Entrepreneurial individuals that are looking to build their book of business
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
