Job Details

Entry level financial specialist Featured

  2021-03-25     Confidential      montrose dr     50,000 to 250,000 year  

Job details

Job Type



Number of hires for this role




US work authorization (Required)

High school or equivalent (Preferred)

Financial Services: 1 year (Preferred)

Full Job Description

Financial Advisor Job Summary

Here is your opportunity to become part of one of the fastest growing financial services companies in the U.S. Our organization is looking for professional and entrepreneurial-minded individuals to assist clients in protecting their income, eliminating debt, and building wealth. The successful candidate will provide savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. If you’re looking for a chance for great income potential, independence and the flexibility to work remotely, we encourage you to apply today.

Financial Advisor Responsibilities & Duties

Build clientele and cultivate client relationships

Maintain good relationships with clients and adapt advice and strategies to meet unexpected changes in financial circumstances

Execute the vision of the company by providing a Financial Needs Analysis to clients

Scout talent and field train new associates

Maintain licensing requirements and comply with all regulations

Financial Advisor Qualifications & Skills

Degree or certificate in Business, Finance, Accounting, or Marketing helpful but not necessary.

Life Insurance License and/or Series 6/63 helpful but not necessary.

1+ years’ customer service experience

Excellent computer, interpersonal, and communication skills with emphasis on actively listening to and understanding clients’ needs

Ability to work independently and cooperatively

Self-starter and self-motivated

Job Types: Full-time, Part-time


Monday to Friday

Supplemental Pay:

Bonus pay

Commission pay


High school or equivalent (Preferred)


costumer service: 1 year (Preferred)

Financial Services: 1 year (Preferred)

Work Location:

One location

Hours per week:


Paid Training:


Work Remotely:


COVID-19 Precaution(s):

Remote interview process

Do not contact this company in solicitation of any product or service.

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