Financial Advisor

SoTalent; United States; Remote; USD 50,000 - 65,000; Full time

Job summary

A financial services company is seeking an Entry-Level Financial Advisor to guide clients through retirement planning and investment management. This fully remote role offers a solid base salary, performance incentives, and a clear path to career advancement. Ideal candidates will possess strong communication skills and a bachelor's degree, with a focus on building client relationships and providing tailored financial advice.

Benefits

401(k) with generous matching

Tuition support up to $5,250 annually

Generous paid time off

Paid volunteer time

Parental leave

Disability coverage

Family leave options

Qualifications

• At least one year of sales experience, preferably in an inside sales setting.
• FINRA 7 & 63 licenses (or willingness to obtain them quickly after hire).

Responsibilities

• Provide retirement account guidance during job transitions and other milestones.
• Explain account types and help customers align plans with their goals.
• Educate clients on their plan options and differences.

Skills

Communication

Problem-Solving

Client Engagement

Self-Driven

Adaptability

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

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

Base pay range

$50,000.00/yr - $65,000.00/yr

• Location: Fully Remote (US based)
• Salary: $50,000 - $64,000 + benefits + incentives

Company Overview

Our client is financial services company that specializes in retirement planning, investment management, and personal wealth services.

Role Overview

Join an expanding sales team, where you’ll guide individuals during key moments in their financial journeys. In this role, you’ll help customers understand their retirement options — including 401(k)s and IRAs — and make informed decisions about their savings. From onboarding to transitions, you’ll be a trusted source of guidance.

This company support career growth and advancement, offering a clear path to senior-level roles and higher earning potential. Compensation includes a solid base salary plus variable performance incentives tied to specific goals.

Key Responsibilities

• Provide retirement account guidance during job transitions and other milestones
• Explain account types and help customers align plans with their goals
• Educate clients on their plan options and differences
• Strengthen relationships and build trust with customers

What You Bring

• Bachelor’s degree or equivalent work experience
• At least one year of sales experience, preferably in an inside sales setting
• FINRA 7 & 63 licenses (or willingness to obtain them quickly after hire)
• Strong communication, problem-solving, and client engagement skills
• Self-driven, adaptable, and eager to learn new systems

Preferred Qualifications

• Prior phone-based or inbound sales experience
• Familiarity with Microsoft Office tools
• Experience with Salesforce is a plus
• Understanding of retirement plans, IRAs, and investment products
• Goal-oriented mindset

This is a remote position.

Applicants must be authorized to work in the U.S.

• 401(k) with generous matching and investment options
• Tuition support up to $5,250 annually
• Generous paid time off starting day one, plus holidays and floating days
• 16 hours of paid volunteer time per year
• Parental leave, disability coverage, and family leave options
• Employee resource groups supporting various identities and communities

Equality

Applicants from all backgrounds and walks of life are welcome. All employment decisions are made without regard to legally protected characteristics, including age, race, gender, sexual orientation, disability, veteran status, or other applicable statuses.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Business Development, and Sales

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Pension plan

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