Entry-Level Financial Advisor – Remote / Hybrid

Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.

Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).

Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).

Compensation & Benefits
- W-2 with 7.5 % FICA
- 401(k) with 6 % match
- Medical, dental, vision, life & disability coverage
- National recognition programs and chairman’s trips
Career Launch Package
- Licensing fees and study materials paid
- Structured 90-day ramp with dedicated mentor
- Marketing leads, digital tools, and administrative support
- Clear pathway to Senior Advisor, Recruiting, or Leadership tracks

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.