EntryLevel Financial Advisor

Cambridge Financial Network; South Jordan (UT); Hybrid; USD 50,000 - 150,000; Full time

Benefits offered by this job

Commission-driven pay structure

Ability to manage your own client relationships

Supportive workplace culture

Flexible work options

Comprehensive training programs

Work-life alignment opportunities

Job summary

Cambridge Financial Network in South Jordan, Utah is seeking individuals for a career in financial services. The role involves client consultation, developing financial plans, and managing investment portfolios. Ideal candidates should have or be working towards relevant registrations, such as Series 7. With competitive pay ranging from $50,000 to $150,000 annually plus commissions, the company provides a supportive work environment emphasizing professional growth and flexibility.

Qualifications

• Series 7, Series 66, and SIE registrations are nice-to-have.
• Life and Health Insurance License is a plus.
• Experience as a financial advisor or wealth management professional is preferred.
• Proven track record of cultivating client relationships is desired.

Responsibilities

• Consult with clients to understand their financial goals.
• Develop customized financial plans for clients.
• Monitor and adjust investment portfolios based on market trends.
• Help clients prepare for retirement through strategy creation.
• Advise on strategies for reducing tax liabilities.
• Recommend insurance policies to protect clients' assets.
• Build and maintain strong client relationships.

Job description

Overview

Looking for a career in financial services where you feel truly valued and supported? At Cambridge Financial Network we provide an environment that encourages growth and rewards dedication. Whether you’re an experienced professional or just beginning your journey in the financial sector, we welcome individuals who are enthusiastic about assisting clients, passionate about development, and committed to delivering outstanding service. Join us and take advantage of flexible work options, comprehensive training programs, and competitive pay.

Benefits

• Great Earning Potential – commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
• Own Your Book & Practice – take charge of your client relationships and practice with confidence, supported by tools to grow a business aligned with your vision.
• Culture – a hardworking, team-oriented workplace with lifelong learning, professional growth, and a fun, collaborative style that inspires creativity and connection.
• Flexibility & Support – collaborate with our remote or in-person team, backed by expansive tools, technology, and dedicated in-house support to help you thrive.
• Work‑Life Alignment – achieve balance and shape your work style in a way that suits your priorities.

Responsibilities

• Client Consultation – meet with clients to understand their financial goals, needs, and risk tolerance.
• Financial Planning – develop customized financial plans to achieve long‑term and short‑term objectives.
• Portfolio Management – monitor and adjust clients’ investment portfolios to align with market trends and goals.
• Retirement Planning – help clients prepare for retirement through analysis of savings plans and creation of strategies to maximize benefits.
• Tax Optimization – advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
• Insurance Planning – recommend appropriate insurance policies to protect clients’ assets and manage risks.
• Relationship Management – build and maintain strong client relationships through regular communication and updates.

Qualifications

• Series 7, Series 66, and SIE registrations (Nice‑to‑Have).
• Life and Health Insurance License (Nice‑to‑Have).
• Experience as a financial advisor or wealth management professional (Nice‑to‑Have).
• Proven track record of cultivating client relationships and devising effective strategies (Nice‑to‑Have).

Compensation

$50,000 – $150,000 per year, with potential upside earning through commissions.