Remote Financial Advisor - Training & Growth Path

Steadfast Financial Group; Pleasant Grove (UT); Hybrid; USD 35,000 - 60,000; Full time

Benefits offered by this job

Licensing education

Mentorship program

Remote/Hybrid work

Job summary

Steadfast Financial Group is seeking motivated individuals for an entry-level role in financial services. The program emphasizes teachability, mentorship, and helping clients improve long-term financial well-being.

The role offers structured training, licensing education, and ongoing coaching. It is fully remote with part-time or full-time options and an advancement path to lead a team with increased independence.

Qualifications

• Must be 18 years of age or older.
• Must reside in and be authorized to work in the United States.
• Willingness to obtain required state licenses within 60 days.
• Strong work ethic with a desire for personal and professional growth.
• Excellent communication and people skills.

Responsibilities

• Meet with clients to assess financial goals, needs, and priorities.
• Analyze financial information and help develop customized strategies.
• Prepare and present financial solutions, including consistent follow-up.
• Build strong relationships with clients, teammates, and referral partners.
• Participate in training, coaching, and professional development sessions.

Skills

Excellent communication

People skills

Self-driven

Licensing readiness

Job description

Steadfast Financial Group is seeking motivated individuals for an entry-level role in financial services. The program emphasizes teachability, mentorship, and helping clients improve long-term financial well-being.

The role offers structured training, licensing education, and ongoing coaching. It is fully remote with part-time or full-time options and an advancement path to lead a team with increased independence.