Remote & Hybrid Financial Services Advisor | High-Growth

Atlasfinancialsolutions Co; Los Angeles (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Training and mentorship

Access to carriers and products

Flexible schedule

Remote and hybrid work

Ownership potential

Job summary

Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth strategies. The role offers training, mentorship, and the chance to build long-term client relationships in a hybrid/remote setup.

Full-time or part-time options are available with access to licensed carriers and competitive compensation based on commission and performance incentives.

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).

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

License eligible

Sales/Finance background

Job description

Atlas Financial Solutions in Los Angeles, CA is seeking a Financial Services Advisor to help clients assess goals and provide guidance on retirement planning, insurance, and wealth strategies. The role offers training, mentorship, and the chance to build long-term client relationships in a hybrid/remote setup.

Full-time or part-time options are available with access to licensed carriers and competitive compensation based on commission and performance incentives.