Entry-Level Financial Representative

Thoroughbred Advisors; Latham (NY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Flexible schedule

Health insurance

Dental insurance

Vision insurance

401(k)

Pension

Life insurance

Training allowance

License sponsorship

Professional development

Job summary

Thoroughbred Advisors in the United States is seeking a Financial Representative with no prior experience to join a growing team. Through our structured training program, you’ll learn to guide individuals, families, and businesses toward their long-term financial goals while building a client network.

This role offers a strong compensation plan with $75,000+ plan commissions, a flexible hybrid schedule, and company sponsorship for licenses and ongoing training, plus a comprehensive benefits

Qualifications

• Must be authorized to work in the US.
• Demonstrated leadership or a proven track record of success.
• Self-motivated, coachable, and driven to succeed.
• No prior experience in finance is required—comprehensive training is provided.
• Strong interpersonal and communication skills.

Responsibilities

• Participate in structured coaching and mentorship programs.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Ensure compliance with financial industry standards and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Attend hybrid meetings, including in-person team collaboration, as required.

Skills

Leadership

Self-motivation

Coachability

Interpersonal skills

Communication skills

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long‑term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits include;

• Flexible schedule with a strong work‑life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance‑based incentives.
• Company‑sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.

Compensation: $75,000+ at plan commission

Qualifications

• Must be authorized to work in the US.
• Demonstrated leadership or a proven track record of success.
• Self‑motivated, coachable, and driven to succeed.
• No prior experience in finance is required—comprehensive training is provided.
• Strong interpersonal and communication skills.

Responsibilities

• Participate in structured coaching and mentorship programs.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Ensure compliance with financial industry standards and licensing requirements.
• Utilize marketing tools and resources to grow your client base.
• Attend hybrid meetings, including in‑person team collaboration, as required.