Financial Services Advisor — Remote & Hybrid Training

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

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.