Financial Advisor Trainee — Training & Growth

Thoroughbred Advisors - National Life Group; Latham (NY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Flexible schedule

Benefits package

Training allowance

Professional development sponsorship

Licensing sponsorship

Job summary

Thoroughbred Advisors - National Life Group in Latham, NY is seeking an Entry-Level Financial Representative to coach clients toward long-term financial goals. You will learn through a structured training program and gradually build a client base while working in a hybrid environment.

Authorized US work status is required, and the role includes sponsored licenses, coaching, and career development opportunities within a growing team serving the Capital Region and beyond.

Qualifications

• Strong interpersonal and communication skills.
• Authorized to work in the United States.
• No prior experience required—comprehensive training provided.
• Self-motivated, coachable and driven to succeed.
• Demonstrated leadership or a proven track record of success.

Responsibilities

• Ensure compliance with financial industry standards and licensing requirements.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Attend hybrid meetings, including in-person team collaboration, as required.
• Participate in structured coaching and mentorship programs.

Skills

Interpersonal skills

Communication skills

Self-motivated

Coachability

Leadership

Job description

Thoroughbred Advisors - National Life Group in Latham, NY is seeking an Entry-Level Financial Representative to coach clients toward long-term financial goals. You will learn through a structured training program and gradually build a client base while working in a hybrid environment.

Authorized US work status is required, and the role includes sponsored licenses, coaching, and career development opportunities within a growing team serving the Capital Region and beyond.