Entry Level- Financial Services Representative

The Great Giveback; United States; On-site; USD 20,000 - 85,000; Part time

Job summary

The Great Giveback seeks a motivated Entry Level Financial Services Representative to build lasting client relationships and create personalized financial plans. This role combines the flexibility of an entrepreneurial career with comprehensive training support, aiming to empower individuals toward financial success in a mission-driven environment.

Benefits

Competitive Compensation

Comprehensive Training & Mentorship

Career Growth Opportunities

Supportive Team Culture

Exclusive Incentives (e.g., company trips)

Qualifications

• Preferred degree in finance, economics, or business.
• Strong communication and analytical skills required.
• Motivated individual with entrepreneurial mindset.

Responsibilities

• Build relationships by assessing clients’ financial situations.
• Develop customized financial strategies for clients.
• Maintain regular communication and conduct financial reviews.

Skills

Strong Communication Skills

Analytical & Problem-Solving Skills

Client Engagement

Education

Degree in finance, economics, or business

Job description

Entry Level- Financial Services Representative

Entry Level- Financial Services Representative

1 week ago Be among the first 25 applicants

This range is provided by The Great Giveback. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20,000.00/yr - $85,000.00/yr

Additional compensation types

Annual Bonus, Commission, and Sign-on bonus

Direct message the job poster from The Great Giveback

President and Founder of The Great Giveback

Company Overview

At The Great Giveback, we are more than just a financial services provider—we are a mission-driven organization committed to empowering individuals, families, and businesses with tailored financial strategies. Our focus is on fostering growth, innovation, and long-term financial wellness. We believe in providing expert guidance and building lasting relationships that make a real difference.

Are you passionate about helping others achieve financial success? Do you thrive in a dynamic, relationship-driven environment? We are looking for a financial services Representative to join our team—a motivated professional who wants to make an impact by guiding clients toward financial independence.

As a financial services Representative , you will work closely with individuals and business owners to understand their financial goals, create personalized strategies, and provide ongoing support. This role offers the flexibility of an entrepreneurial career with the backing of a proven system, comprehensive training, and a supportive team.

Key Responsibilities

Client Engagement – Build meaningful relationships by assessing clients’ financial situations, goals, and risk tolerance.

Personalized Financial Planning – Develop customized strategies for wealth-building, retirement, estate planning, and risk management.

Product & Solution Recommendations – Offer guidance on financial products, including mutual funds, life insurance, stocks, bonds, and investment vehicles.

Ongoing Relationship Management – Maintain regular communication, conduct financial reviews, and adjust plans as clients’ needs evolve.

Industry Expertise – Stay informed on market trends, regulatory changes, and financial innovations to provide clients with the best possible advice.

Collaboration – Work alongside professionals such as accountants and attorneys to deliver holistic financial solutions.

Life Transitions – Help clients navigate major financial milestones, ensuring their plans align with changing circumstances.

Excellence & Ethics – Uphold the highest professional standards while meeting and exceeding performance expectations.

What We Look For

Education & Background – A degree in finance, economics, business, is preferred but not required.

Entrepreneurial Mindset – A passion for taking ownership of your career and building something meaningful.

Strong Communication Skills – The ability to simplify complex financial concepts for diverse audiences.

Commitment to Excellence – A drive to achieve personal and professional success with integrity and dedication.

Analytical & Problem-Solving Skills – The ability to assess financial situations and provide strategic solutions.

Experience – Previous financial planning, investment, or advisory experience is a plus, but not required.

What We Offer

Competitive Compensation – A performance-driven pay structure with unlimited earning potential.

Comprehensive Training & Mentorship – Ongoing education and support to help you master your craft.

Career Growth Opportunities – A clear path to advancement and leadership roles.

Supportive Team Culture – A collaborative, mission-focused environment where your success is our priority.

️ Exclusive Incentives – Top performers enjoy at least two fully-paid company trips annually to celebrate achievements.

Join Our Mission

• At The Great Giveback, we don’t just build careers—we build legacies. If you’re ready to make an impact, take control of your future, and help others achieve financial independence, we invite you to apply today!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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