Entry-Level Financial Advisor

WizeHire, Inc

Kalamazoo (MI)

On-site

USD 42,000 - 68,000

Full time

14 days+

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Benefits offered by this job

License sponsorship

Structured training program

Mentorship

AI prospecting tools

Build client base

Competitive compensation

Job summary

Principal offers a structured development program to become a Financial Advisor. Trainees receive comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to build knowledge and confidence.

You will work with business owners, professionals, and families to plan their financial futures while growing your own book of business, backed by AI-driven prospecting tools and experienced leadership.

Qualifications

No prior advisory experience required.
Structured development program with comprehensive training.
Sponsorship for FINRA Series 7 and Series 66 licensing.

Responsibilities

Advise clients to plan their financial futures and build a book of business.
Collaborate with experienced professionals and leadership.
Leverage AI-powered prospecting tools to grow client base.

Skills

FINRA Series 7 license

FINRA Series 66 license

Structured development program

Mentorship

Job description

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed.

At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.

What We Offer