Financial Services Advisor

Atlasfinancialsolutions Co; Los Angeles (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Training and mentorship

Access to carriers and products

Flexible schedule

Remote and hybrid work

Ownership potential

Job summary

Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth strategies. The role offers training, mentorship, and the chance to build long-term client relationships in a hybrid/remote setup.

Full-time or part-time options are available with access to licensed carriers and competitive compensation based on commission and performance incentives.

Qualifications

• Strong communication and interpersonal skills.
• Self‑motivated and goal-oriented.
• Ability to obtain a state license (if not already licensed).
• Prior experience in sales, finance, or customer service is a plus (not required).

Responsibilities

• Work with clients to assess financial goals and needs.
• Provide guidance on retirement planning, insurance, and wealth strategies.
• Build and maintain long‑term client relationships.
• Participate in training, mentorship, and development programs.
• Utilize digital tools and CRM systems to manage your pipeline.

Skills

Communication skills

Interpersonal skills

Self-motivated

License eligible

Sales/Finance background

Job description

About the job Financial Services Advisor

Job Title:

Location:

Los Angeles, CA (Hybrid / Remote Options Available)

About Us

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We specialize in retirement planning, insurance strategies, tax-efficient solutions, and long-term wealth building.

We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

What You'll Do

• Work with clients to assess financial goals and needs
• Provide guidance on retirement planning, insurance, and wealth strategies
• Build and maintain long‑term client relationships
• Participate in training, mentorship, and development programs
• Utilize digital tools and CRM systems to manage your pipeline

What We Offer

• Competitive compensation (commission + performance-based incentives)
• Full training and mentorship (no experience required)
• Access to A-rated financial carriers and products
• Flexible schedule (full-time or part-time options)
• Remote and hybrid work opportunities
• Business ownership and growth potential

Qualifications

• Strong communication and interpersonal skills
• Self‑motivated and goal-oriented
• Ability to obtain a state license (if not already licensed)
• Prior experience in sales, finance, or customer service is a plus (not required)

Ideal Candidate

• Looking for career growth and income scalability
• Open to learning financial concepts and strategies
• Interested in helping others achieve financial independence
• Seeking flexibility and long‑term opportunity