EntryLevel Financial Representative

Thoroughbred Advisors; City of White Plains (NY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Join a leading financial services firm as a Financial Services Representative. This role offers comprehensive training and mentorship to help you succeed in providing financial solutions. Enjoy a flexible schedule and a full benefits package, including health, dental, and retirement plans.

Benefits

Flexible schedule

Health insurance

Dental insurance

Vision insurance

401(k)

Pension

Life insurance

Training stipend

Performance-based bonuses

Company-sponsored travel

Qualifications

• Must be authorized to work in the US.
• No prior experience in finance is required—comprehensive training is provided.

Responsibilities

• Provide guidance on insurance, investments, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Work with clients to assess financial needs and develop personalized strategies.

Skills

Leadership

Communication

Self-motivation

Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. • Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: • Provide guidance on insurance, investments, and retirement planning. • Participate in structured coaching and mentorship programs. • Utilize marketing tools and resources to grow your client base. • Work with clients to assess financial needs and develop personalized strategies. • Work within a hybrid model, attending in-person meetings and training sessions as required. 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.

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