Financial Services Advisor

Atlasfinancialsolutions Co; San Francisco (CA); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Commission-based incentives

Full training and mentorship

Access to top carriers and products

Flexible schedule

Job summary

Atlas Financial Solutions is seeking motivated individuals to grow into a high-income, purpose-driven career in financial services.

We offer full training, mentorship, access to top carriers and products, and flexible schedules with hybrid/remote options. No experience required; licensing support provided to qualify for state licensing. Join a fast-growing firm focused on retirement planning, insurance strategies, and wealth building.

Qualifications

• Must be able to obtain a state license or be license-eligible.
• No prior license required; comprehensive training provided.
• Prior experience in sales, finance, or customer service is a plus but 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

Goal-oriented

License eligibility

Tools

CRM systems

Job description

About the job Financial Services Advisor

Job Title:

Location:

San Francisco, 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