Financial Advisor Associate

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

Job summary

Stefani Goldman seeks motivated individuals for a remote financial services role. This position offers the opportunity to develop financial advisory skills and help clients achieve their financial goals, all while being backed by a Fortune Global 500 company. Candidates will receive tools and mentorship in a supportive environment, ideally suited for self-driven team players willing to learn and grow in the industry.

Benefits

Remote work flexibility

Mentorship and training

Performance bonuses

Qualifications

• 2+ years of work experience preferred.
• Experience in sales, customer service, or financial services valued.
• Licenses in Life and Health Insurance required.

Responsibilities

• Generate new clients through various channels.
• Deliver personalized financial plans to clients.
• Communicate effectively with clients and meet their goals.

Skills

Self-motivated

Team player

Leadership

Entrepreneurial

Education

College degree

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 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 on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic 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.

• New client generation utilizing traditional and digital channels
• Meet with new clients to determine goals
• Utilize financial illustration software and formulate wholistic solutions.
• Deliver a personalized financial plan
• Communicate with clients
• Develop leadership skills
• Business expansion in all states
• Deepen knowledge and skills
• Passion for financial security
• Care about people
• Team building
• Commitment to learning, professional and personal growth
• College degree plus 2+ years' work experience
• Twin career possibility
• Self-driven and entrepreneurial
• Team player, leadership and coachable
• Candidates with prior experience that have demonstrated success in the role : entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality.
• Licenses / Required : Life, Health Insurance License (already licensed preferred) or obtain within 21 days.
• Legally able to work in the United States, citizen, work permit with SSN
• 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.

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