Comprehensive Financial Advisor

Job Title: Comprehensive Financial Advisor

Location: Hybrid/Remote

Compensation: Activity-Based Stipend Performance Bonuses Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential professional growth and meaningful impact This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experiencebut are motivated coachable and ready to build a career.

As a Financial Services Professional youll help individuals and families improve their financial well-being while building your own book of businesswith structured support provided leads and income stability as you get started.

What Makes This Role Different

• No large network required: Youll receive up to 80 qualified leads per day and marketing support to help you build your client base.
• Own your Book of Business: From Day 1 youll own your book of business!
• Team Effort: A Managing Associate/Team Lead will help you close deals.
• Get paid while you build: An activity-based stipend rewards consistent effort and progressnot just results.
• Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
• Purpose-driven work: Help clients reduce financial stress plan for the future and achieve their goals.

Key Responsibilities

• Meet with prospective clients (provided leads self-generated opportunities)
• Conduct financial needs assessments and identify appropriate solutions
• Educate clients on financial strategies (retirement protection savings etc.)
• Build and maintain long-term client relationships
• Participate in training coaching and team development activities
• Track daily activity and progress toward personal goals

Compensation Structure

• Activity-Based Stipend: Earn consistent income based on key activities
• Performance Bonuses: Additional earnings tied to production milestones
• Commission Potential: Unlimited income based on client solutions implemented
• Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

• Comprehensive onboarding program (no prior experience required)
• Ongoing 1 on 1 Coaching and Mentorship from experienced professionals
• Access to proven scripts systems and marketing tools
• Licensing support (where applicable)
• Weekly coaching and development sessions
• We help you earn the required licensing (Life & Health SIE Series 7 and Series 66)

Who This Role is Perfect For

• Early-career professionals or career changers
• Individuals without a large natural market or network
• Highly motivated coachable and goal-oriented individuals
• Strong communicators who enjoy helping others
• Self-starters who thrive in a flexible performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development you can advance into:

• Managing Associate
• Team Leader / Managing Director
• Specialist Roles (retirement wealth strategies etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If youre willing to learn put in the activity and stay consistent we provide the structure support and opportunity to help you succeed.

Apply today to start building a career with purpose flexibility and unlimited growth potential!!!

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