Entry Level - Wealth Management Advisor

The Great Giveback; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully-paid company trips

Job summary

The Great Giveback is seeking a Wealth Management Consultant in the United States to guide individuals and business owners toward financial independence. You will craft personalized strategies, manage ongoing relationships, and leverage a supportive team and proven system.

This entrepreneurial role blends independent client work with continuous training and mentorship. You will analyze financial goals, recommend investments, and coordinate with other professionals to deliver holistic solutions

Qualifications

• A degree in finance, economics, business is preferred but not required.
• Strong communication and interpersonal skills are essential for client-facing work.
• Ability to translate complex financial concepts into clear guidance for clients.

Responsibilities

• Engage clients to understand financial goals, risk tolerance, and timelines.
• Develop personalized wealth-building, retirement, estate, and risk management plans.
• Recommend suitable financial products and investment strategies.
• Maintain ongoing client relationships with periodic reviews and updates.
• Collaborate with accountants and attorneys to deliver holistic solutions.
• Support clients through life transitions with proactive planning.
• Uphold high ethical standards and client-centric service.

Skills

Communication

Analytical thinking

Problem solving

Entrepreneurial mindset

Education

Finance/Economics/Business degree preferred

Job description

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 Wealth Management Consultant to join our team—a motivated professional who wants to make an impact by guiding clients toward financial independence

As a Wealth Management Consultant, 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