Financial Planning Associate - No Finance Experience Needed

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

Benefits offered by this job

Sponsored licensing

Startup financing programs

Competitive commissions and residuals

Job summary

Strategic People Advisors, on behalf of a prominent local OneAmerica partner in Fayetteville, AR, offers a structured associate program leveraging classroom-to-field training to develop macroeconomic planning and client acquisition skills.

You will work with a seasoned mentor, learn to identify client needs, and design tailored financial protection and retirement solutions using advanced modeling software, with a focus on building a local advisory brand.

Qualifications

• No financial industry experience required.
• Background in sales, teaching, operations, or management valued.
• Must pass a standard industry 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 asset-protection, disability, and retirement planning solutions using the firm's financial modeling software.
• Build a local advisory brand by engaging with communities, professional organizations, and personal networks.

Job description

Strategic People Advisors, on behalf of a prominent local OneAmerica partner in Fayetteville, AR, offers a structured associate program leveraging classroom-to-field training to develop macroeconomic planning and client acquisition skills.

You will work with a seasoned mentor, learn to identify client needs, and design tailored financial protection and retirement solutions using advanced modeling software, with a focus on building a local advisory brand.