Part-Time Entry-Level Financial Advisor
Job Description
Are you passionate about helping people achieve their financial goals? We’re looking for an Entry-Level Financial Advisor to join our team and make a real difference in the lives of families. In this role, you’ll guide clients from where they are today to where they want to be tomorrow—whether that’s saving for college, planning for retirement, or managing daily finances.
Responsibilities:
Meet with clients to understand their financial goals, needs, and challenges
Develop personalized financial plans and strategies
Provide guidance on budgeting, saving, investing, and insurance
Educate clients about financial concepts and options
Build and maintain strong client relationships
Stay up-to-date with financial products, trends, and regulations
Collaborate with senior advisors and internal teams as needed
Qualifications:
High School Diploma
Strong interpersonal and communication skills
Interest in personal finance and helping others achieve their goals
Self-motivated with a desire to learn and grow in a client-focused role
Ability to work independently and as part of a team
Why Join Us:
Hands-on training and mentorship from experienced advisors
Opportunity to build a rewarding career helping families achieve financial security
Competitive compensation and performance-based incentives
Friendly, collaborative, and growth-oriented environment
How to Apply
You can directly apply using our Google Form link: https://form.jotform.com/252994123526057
Please take a few minutes to complete the form and provide your contact information so our team can follow up with you. Applications are reviewed on a rolling basis, so we encourage you to apply as soon as possible.