Financial Advisor Trainee — Launch Your Advisory Career

Strategic People Advisors; Aurora (CO); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Startup financing programs

Transition allowances

Fully sponsored licensing training

Job summary

Strategic People Advisors is representing a local OneAmerica agency and is seeking professionals to join a structured associate program. The program provides classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

You will be paired with a mentor to build a predictable, relationship-driven local business while you transition from non-financial fields.

Qualifications

• No prior financial industry experience required.
• Background in sales, teaching, operations, or management is valued.
• Must pass a background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred or equivalent track record of professional success.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative discovery conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Skills

Sales aptitude

Empathy

Autonomy

Time management

Education

Bachelor's degree preferred

Job description

Strategic People Advisors is representing a local OneAmerica agency and is seeking professionals to join a structured associate program. The program provides classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

You will be paired with a mentor to build a predictable, relationship-driven local business while you transition from non-financial fields.