Financial Representative

Posted 5 days ago

austin associatesDenver (CO)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

Apply

About the role

Lifestyle Strategist and Financial Coach Austin & Associates We are a Financial Solutions Provider looking for high‑energy, self‑motivated, coachable, and goal‑oriented individuals. Positions are flexible and include remote, part‑time, full‑time, and the ability to begin training for Senior Broker Positions with support to run a new office location across the US. We strive to make a positive impact through financial education so that our clients can be in complete control of their finances. Please NOTE the following key items about this part‑time position: No previous experience is required! Any Customer Service Experience, Customer Care, Account Management, Financial, Insurance, Sales, Consulting or Business Ownership experience is a plus but not mandatory. Mentoring and field training provided; agents will be certified before visiting clients. Must be over the age of 18 with no felonies. Benefits: Flexible schedule, no set quotas or sales minimums. Physical setting: 100% Remote. No base salary. This is a commission + bonus + residual income only position… significant income with our firm won’t be a problem. We seek entrepreneurial individuals willing to step out of their comfort zone to meet new people and clients. Great time‑management and goal‑setting skills are essential. We will provide the training and education necessary to succeed. How are we different than other financial firms? We pay for your licensing and training while other firms may require you to accumulate your licenses independently. Opportunity for full ownership to run your own office when you become a licensed broker. We can start client investments as low as $25 a month, while other institutions require $100K. Licenses are 100% yours, transferable if you move on. We do not charge advisory fees; our mission is to build lifetime relationships with clients. What are you responsible for upon starting with us? Almost all licensing and study materials, as well as necessary tools to run the business, are covered or reimbursed. You will cover 15% of the cost of your first licensing class (example $70 of a $450 class) and be responsible for a background check. All other licensing and class costs will be covered or reimbursed. Products and Services Include: Savings Plans, Debt Elimination, Emergency Funds, College Funds, Executive Bonus Plans, Retirement Funds, Insurance Products, Investments, 401(k) Rollovers, SEPs, Traditional IRA, Roth IRA, SOLO‑K, and Advanced Wealth Preservation Planning. Seniority level Entry level Employment type Part‑time Job function Sales and Business Development Referrals increase your chances of interviewing at Austin & Associates by 2x. #J-18808-Ljbffr

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.

More like this

Financial Representative Jobs at austin associates | David Careers