Financial Services Advisor — No Finance Experience

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

Benefits offered by this job

Sponsored licensing (Life & Health,FIN

Job summary

Strategic People Advisors in Edmond, Oklahoma seeks professionals for a structured associate program that pivots careers into high-growth financial services. You'll receive classroom-to-field training and mentorship to build a locally based advisory practice using macroeconomic planning and client discovery.

No prior finance background is required; a Bachelor's degree is preferred or an equivalent track record. Sponsorship for licensing and startup financing support your launch.

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• Bachelor's degree preferred, or equivalent track record of professional success.
• Must pass a standard industry background check and licensing exam (sponsorship provided).

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 tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Skills

Sales experience

Teaching

Operations

Management

Education

Bachelor's degree preferred

Tools

Financial modeling software

Job description

Strategic People Advisors in Edmond, Oklahoma seeks professionals for a structured associate program that pivots careers into high-growth financial services. You'll receive classroom-to-field training and mentorship to build a locally based advisory practice using macroeconomic planning and client discovery.

No prior finance background is required; a Bachelor's degree is preferred or an equivalent track record. Sponsorship for licensing and startup financing support your launch.