Financial Advisor(Entry-Level, Remote)

Steadfast Financial Group; Pleasant Grove (UT); Hybrid; USD 35,000 - 60,000; Full time

Benefits offered by this job

Licensing education

Mentorship program

Remote/Hybrid work

Job summary

Steadfast Financial Group is seeking motivated individuals for an entry-level role in financial services. The program emphasizes teachability, mentorship, and helping clients improve long-term financial well-being.

The role offers structured training, licensing education, and ongoing coaching. It is fully remote with part-time or full-time options and an advancement path to lead a team with increased independence.

Qualifications

• Must be 18 years of age or older.
• Must reside in and be authorized to work in the United States.
• Willingness to obtain required state licenses within 60 days.
• Strong work ethic with a desire for personal and professional growth.
• Excellent communication and people skills.

Responsibilities

• Meet with clients to assess financial goals, needs, and priorities.
• Analyze financial information and help develop customized strategies.
• Prepare and present financial solutions, including consistent follow-up.
• Build strong relationships with clients, teammates, and referral partners.
• Participate in training, coaching, and professional development sessions.

Skills

Excellent communication

People skills

Self-driven

Licensing readiness

Job description

We are seeking motivated, forward-thinking individuals who are ready to develop new skills and pursue a rewarding career in the financial services industry. This is an entry-level role designed for people who are teachable, self-driven, and interested in helping individuals and families improve their long-term financial well-being.

In this position, you will leverage established processes, technology, and one-on-one mentorship to guide clients through their financial options and help them make informed decisions. Success in this role comes from building trust-based relationships, providing consistent support, and expanding your network through referrals and community connections.

Previous experience in finance is not required. We provide structured training, licensing education, and ongoing coaching to ensure you’re supported every step of the way. This opportunity is fully remote and available on a part-time or full-time basis.

Our firm is growing rapidly and offers a defined advancement track. Individuals who demonstrate strong performance may have the opportunity to develop and manage their own team and operate with increased independence within the organization.

Costs associated with licensing exams, study programs, and business resources are covered, subsidized, or reimbursed upon completion of licensing requirements.

Compensation is performance-based in the form of up-front commissions, ongoing residual income, and eligibility for bonuses. Income potential is directly tied to effort, consistency, and the ability to apply training.

Duties

• Meet with clients to assess financial goals, needs, and priorities
• Analyze financial information and help develop customized strategies
• Prepare and present financial solutions, including consistent follow-up
• Build strong relationships with clients, teammates, and referral partners
• Participate in training, coaching, and professional development sessions

Qualifications

• Must be 18 years of age or older
• Must reside in and be authorized to work in the United States
• Willingness to obtain required state licenses within 60 days
• Strong work ethic with a desire for personal and professional growth
• Excellent communication and people skills
• Ability to pass a background check (no felony convictions)

Job Types: Full-time, Part-time (Contract)

• Financial planning services

Work Location: Remote/Hybrid

Job Types: Part-time, Full Time (Contract 1099)