Financial Services Advisor – Training & Licensing Included

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

Benefits offered by this job

Sponsored licensing

Startup financing program

Transition allowance

Fully sponsored licensing training

Job summary

Strategic People Advisors represents a prominent local general agency of OneAmerica Financial, offering a structured associate program with classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

You will be paired with a mentor to build a predictable, relationship-driven local business, even if you have no prior finance background. The company supports transition with sponsorship and startup financing during launch.

Qualifications

• No prior financial industry experience required.
• Background in sales, teaching, operations, or management valued.
• Must pass background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred or equivalent track record.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs and cash flow.
• Design asset-protection, disability, and retirement planning solutions using firm’s modeling tools.
• Build a local advisory brand by engaging with communities and networks.

Skills

Sales background

Empathy

Self-discipline

Autonomous work style

Licensing readiness

Education

Bachelor's degree preferred

Equivalent track record

Tools

Financial modeling software

Job description

Strategic People Advisors represents a prominent local general agency of OneAmerica Financial, offering a structured associate program with classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

You will be paired with a mentor to build a predictable, relationship-driven local business, even if you have no prior finance background. The company supports transition with sponsorship and startup financing during launch.