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Pink Jobs | Entry-Level Financial AdvisorFull Search

27 Oct 2025

Part-Time Entry-Level Financial Advisor

Lion Heirarchy – Posted by Dpaige1991 –  United States

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.

Job Categories: Equal Opportunities. Job Types: Part-Time. Job Tags: advisor training, budgeting, client advisor, Client Relations, client services, customer support, entry level finance, family finance, finance trainee, financial advisor, financial career, financial coaching, financial consultant, financial education, financial literacy, Financial Planning, financial representative, Financial Services, goal setting, Insurance, investments, money management, personal finance, relationship management, retirement planning, sales, wealth management, and  customer service. Salaries: Not Disclosed.

Job expires in 16 days.

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