Financial Advisor

Primerica; Ontario (CA); Hybrid; USD 15,000 - 60,000; Part time

Job summary

Primerica is seeking a part-time hybrid Financial Services Representative in Ontario, CA. This role offers a fast track to build your own full-service financial planning practice with licensing and coaching support, followed by revenue that is 100% commission-based after paid training.

You don't need prior advisor experience; entrepreneurial mindset, strong community connections, and a client-first approach are valued as you connect with clients to provide holistic financial guidance.

Qualifications

• Strong knowledge of Finance and Financial Services to provide reliable advice and solutions.
• Understanding of Investments and Insurance to address diverse financial needs effectively.
• Exceptional Customer Service skills with a client-first approach.
• Excellent interpersonal, communication, and problem-solving abilities.
• Possession of relevant licenses, such as Life Insurance or Investment licenses, is preferred.
• Self-motivated with a strong desire to contribute to clients' financial success.
• Experience in financial planning or sales is advantageous.

Responsibilities

• Prospect and connect community members to client meetings with fiduciary financial planners to build your business practice.
• Listen to clients and help them identify priorities and financial goals.
• Blend financial advice with a range of products and services.

Skills

Finance knowledge

Financial services

Customer service

Interpersonal skills

Communication

Problem-solving

Licenses preferred

Education

Life Insurance or Investment licenses

Job description

READ CAREFULLY *** US citizens only *** Commission-based

This is a fast track to build and grow your own full-service financial planning practice. We are looking for experienced advisors (bonuses) and non-experienced candidates.

You don't have to be an experienced advisor to join us as long as you are:

• Entrepreneurial and results-driven.


• Well-connected and trusted in your community


• A natural coach or guide with strong interpersonal skills.


• Motivated by helping others confidently build their financial futures.

Resources and support

• Paid licensing and coaching to obtain Life & Annuity, SIE, Series 6, Series 63, Series 26, Series 65, and MLO License.


• Diverse network of support roles to assist you, the financial advisor.


• After paid licensing, training, and bonuses, your revenue will be 100% commission (enhanced compensation)

Responsibilities

• Prospect and connect your community into client meetings with highly reputable fiduciary financial planners to build your business practice.


• Listen to your clients and help them identify their priorities and financial goals.


• Blend financial advice with a range of products and services.

National reach with local service

At Primerica, we have more than 2,000+ dedicated home office employees who help our financial professionals across all 50 states. With the support of our national network, our associates and advisors:

• Live and work in the same communities as the people they serve.


• Provide one-on-one, holistic financial advice and connect clients to our solutions, businesses, and benefits.

Who is Primerica?

Primerica is a premier provider of financial products and services across North America, supported by over 151,000 licensed independent representatives and 2,800 corporate employees. Founded 49 years ago and publicly traded on the New York Stock Exchange under the ticker "PRI," Primerica focuses on addressing the financial needs of middle-income families by offering term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, Georgia, Primerica operates in the U.S., Canada, Puerto Rico, and Guam. Dedicated to financial empowerment, Primerica also provides entrepreneurial individuals the opportunity to build their own financial services business.

Role Description

This part-time hybrid role as a Financial Services Representative is based in Ontario, CA, offering flexibility with some work-from-home opportunities. Responsibilities include assisting clients in identifying financial goals, providing tailored financial recommendations, offering financial products and services such as insurance and investments, and building long-lasting client relationships. You will help drive financial literacy and provide support for clients in making informed decisions about their financial future.

Qualifications

• Strong knowledge of Finance and Financial Services to provide reliable advice and solutions


• Understanding of Investments and Insurance to address diverse financial needs effectively


• Exceptional Customer Service skills with a client-first approach


• Excellent interpersonal, communication, and problem-solving abilities


• Possession of relevant licenses, such as Life Insurance or Investment licenses, is preferred


• Self-motivated with a strong desire to contribute to clients' financial success


• Experience in financial planning or sales is advantageous