Entry-Level Financial Advisor — Mentored Career Path

LatWealth Financial Advisors

Clearwater (FL)

On-site

USD 60,000 - 120,000

Full time

7 days ago

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Benefits offered by this job

One-on-one training

Comprehensive training curriculum

Potential to earn $100,000+ in first年

Job summary

Lat Wealth Financial Advisors is seeking driven individuals to start a career in financial advising with structured training, mentorship, and a clear path to becoming a trusted financial professional. No finance background is required; training is provided and licensing may be pursued.

You will engage prospective clients, work with an experienced mentor, design personalized marketing plans, craft comprehensive financial plans, and build lasting client relationships while delivering ongoing

Qualifications

Bachelor’s degree in business or a related field.
Eligibility to obtain necessary licenses.
U.S. Citizenship or Permanent Resident status.
Results-driven mindset and comfort with a compensation-based model.

Responsibilities

Engage potential clients by identifying prospects and setting appointments to begin their financial journey.
Collaborate closely with a mentor, participating in client meetings to assess and understand each client’s needs.
Design, develop, and execute a personalized marketing strategy to expand reach and impact.
Create customized comprehensive financial plans reflecting individual goals and aspirations.
Build and nurture lasting client relationships, offering guidance and tracking progress.
Deliver ongoing consultation and support to keep clients on their financial path.