Financial Services Advisor

Atlasfinancialsolutions Co; Cincinnati (OH); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Performance-based compensation

Comprehensive training program

State licensing assistance

Flexible work schedule

Hybrid and remote work opportunities

Access to national providers

Advancement and leadership growth

Mentorship and team culture

Job summary

Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services. This role offers hybrid and remote opportunities, comprehensive training, mentorship, and support to succeed in a growing industry.

You'll meet clients virtually or in person, discuss financial goals, educate on retirement and wealth-building strategies, and develop ongoing client relationships through hands-on training and leadership development.

Qualifications

• Strong communication and interpersonal skills are essential.
• Self-motivated with a positive attitude and growth mindset.
• Coachable and growth-oriented mindset with a willingness to learn.
• Ability to work independently and manage time effectively.
• Willingness to obtain a state financial services license if not currently licensed.

Responsibilities

• Meet with clients virtually or in person to discuss financial goals and concerns.
• Educate clients on retirement, protection, and wealth-building strategies.
• Build long-term professional relationships through ongoing client support.
• Participate in hands-on training, mentorship, and leadership development.
• Utilize CRM and digital platforms to manage client communication and workflow.
• Develop professional networking and referral partnerships.

Skills

Strong communication

Interpersonal skills

Self-motivation

Coachable

Time management

Job description

About the job Financial Services Advisor

Entry-Level to Experienced | Training Provided

Chicago, IL (Hybrid & Remote Opportunities Available)

Build a Career With Purpose, Flexibility, and Unlimited Growth Potential

Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services. Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry.

We help individuals, families, and business owners create strategies for retirement, income protection, wealth accumulation, and financial security.

This opportunity offers flexible scheduling, professional development, and uncapped income potential for individuals who are coachable, ambitious, and people-oriented.

What You'll Be Doing

• Meet with clients virtually or in person to discuss financial goals and concerns
• Educate clients on retirement, protection, and wealth-building strategies
• Build long-term professional relationships through ongoing client support
• Participate in hands-on training, mentorship, and leadership development
• Utilize CRM and digital platforms to manage client communication and workflow
• Develop professional networking and referral partnerships

What We Offer

• Performance-based compensation with uncapped earning potential
• Comprehensive training program — no prior experience required
• State licensing assistance and professional development
• Flexible work schedule (full-time or part-time available)
• Hybrid and remote work opportunities
• Access to nationally recognized financial and insurance providers
• Clear advancement and leadership growth opportunities
• Supportive team culture focused on mentorship and personal growth

Ideal Backgrounds

We welcome candidates from a variety of industries, including:

• Banking or finance
• Hospitality
• Management or leadership

Qualifications

• Strong communication and interpersonal skills
• Self-motivated with a positive attitude
• Coachable and growth-oriented mindset
• Ability to work independently and manage time effectively
• Must be willing to obtain a state financial services license (if not currently licensed)

Who Thrives Here

• Individuals seeking career growth and higher income potential
• Professionals looking for flexibility and remote opportunities
• People passionate about helping others improve their financial future
• Entrepreneurial individuals who value personal and professional development