Financial Advisor

Are you ready to make a positive impact on people's lives while building your own career path? Do you have an entrepreneurial drive, value community and desire growth? Do you want to be part of a team that collaborates and communicates while valuing autonomy?As a Financial Advisor you will be establishing client relationships to provide comprehensive financial advice to individuals and small businesses. A licensed Advisor builds trust and credibility with clients while providing foundational knowledge for strategic planning. Structured onboarding, training and development resources provide a clear path to building a successful financial services practice.About the role Build and deepen client and community relationships through strategic outreaches, branded events and consistent, reliable engagementListen to understand clients' financial goals to create personalized strategies, offering clear recommendations and guidanceGuide clients through a process to help them understand their customized recommended financial products and servicesService clients by collecting, organizing, and analyzing data for communication, marketing and compliance purposesIn-office presence requiredRequired skills and experienceBachelor's degree or equivalent skills and work experienceAbility to obtain State Life & Health; FINRA SIE, Series 7 and Series 66Exceptional interpersonal and communication abilities with strong self-confidenceEntrepreneurial drive with a desire to positively impact others' livesAbility to work with and learn from top performersAuthorized to work in the United States without Visa sponsorshipTraining & Development Sponsorship provided for required FINRA licensingComprehensive 120-day hands-on trainingOn-site and virtual training for continuous learning and developmentOn-site mentorship for joint work opportunities and practice developmentPersonalized 1:1 CoachingOn-site leadership development programs for future leadersSupport for professional growth through professional designations such as CERTIFIED FINANCIAL PLANNERâ„¢ (CFP) or Chartered Financial Consultant (ChFC)Compensation & Benefits Sign-On BonusBase SalaryCommissions and BonusComprehensive benefits package including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance

Created: 2026-05-09