Financial Planning Associate - Training, Licensing, Growth

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

Benefits offered by this job

Sponsored licensing

Transition allowances

Startup financing programs

Uncapped commissions

Job summary

Strategic People Advisors collaborates with a prominent regional OneAmerica agency to offer a structured associate program that welcomes candidates from non-financial backgrounds. You’ll receive classroom-to-field training, a mentor, and a clear path to building a local advisory practice.

No prior financial industry experience is required. You’ll develop skills in macroeconomic planning, client acquisition, and financial design, with sponsorship for licensing and ongoing professional

Qualifications

• No financial industry experience required.
• Background in sales, teaching, operations, or management valued.
• Bachelor's degree preferred, or equivalent track record of success.

Responsibilities

• Participate in a structured licensing and financial planning training program.
• Host consultative discovery conversations to evaluate client needs and cash flow.
• Design asset-protection, disability, and retirement planning solutions using modeling tools.
• Build a local advisory brand through community engagement and networks.

Skills

Sales experience

Trust-building

Empathy

Entrepreneurial schedule

Education

Bachelor's degree

Tools

Financial modeling software

Job description

Strategic People Advisors collaborates with a prominent regional OneAmerica agency to offer a structured associate program that welcomes candidates from non-financial backgrounds. You’ll receive classroom-to-field training, a mentor, and a clear path to building a local advisory practice.

No prior financial industry experience is required. You’ll develop skills in macroeconomic planning, client acquisition, and financial design, with sponsorship for licensing and ongoing professional