Financial Advisor Associate

Stefani Goldman; Los Angeles (CA); Remote; USD 65,000 - 134,000; Full time

Job summary

Join a dynamic team in the financial services sector, where you can thrive in a supportive environment while helping clients achieve their financial goals. This innovative firm offers a fully remote opportunity for driven individuals to develop financial advisory skills and grow their careers. With a proven onboarding process and access to top-rated financial products, you will be equipped to generate clients and deliver tailored financial advice. If you're passionate about financial security and eager to make a difference, this role provides a flexible schedule and the potential for substantial income growth. Embrace this chance to build a fulfilling career in finance!

Qualifications

• College degree with 2+ years’ experience required.
• Must be self-driven, entrepreneurial, and a team player.

Responsibilities

• Generate new clients through various channels.
• Deliver personalized financial plans and solutions.
• Develop leadership skills and expand business.

Skills

Financial Advisory Skills

Client Communication

Leadership Skills

Entrepreneurial Mindset

Team Collaboration

Education

College Degree

Tools

Financial Illustration Software

Job description

Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as a financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment, and helping others, and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely.

You will gain financial advisory skills through a specific, proven onboarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver holistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience, and earn income with sustainable growth potential.

We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management.

Responsibilities:

1. New client generation utilizing traditional and digital channels
2. Meet with new clients to determine goals
3. Utilize financial illustration software and formulate holistic solutions
4. Deliver a personalized financial plan
5. Communicate with clients
6. Develop leadership skills
7. Business expansion in all states
8. Deepen knowledge and skills
9. Passion for financial security
10. Care about people
11. Creative excellence
12. Commitment to learning, professional and personal growth

Qualifications:

1. College degree plus 2+ years’ work experience
2. Self-driven and entrepreneurial
3. Team player, leadership, and coachable
4. Licenses/Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days
5. Legally able to work in the United States, citizen, work permit with SSN
6. Must pass background check and obtain required licenses and CE certificates

This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA.

Compensation: Commission pay, bonus pay, and residual income. The right business-minded individuals earn income of $65,000 - $134,000.

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales