Inexperienced Financial Advisor

About the role

We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.

What You'll Do

• Client & Business Development
• Build relationships through networking, referrals, warm introductions, and community involvement
• Possess a proactive approach to prospecting for new clients and creating opportunities through consistent business development activity
• Meet with individuals, families, and business owners to understand financial goals and priorities
• Learn to present solutions across protection, investments, retirement, and broader planning needs
• Advisor Development
• Participate in training focused on planning, product knowledge, sales, and practice management
• Work alongside experienced advisors to accelerate learning and confidence
• Develop skills in fact-finding, discovery conversations, and recommendation delivery
• Build daily and weekly habits that drive pipeline growth and long-term success
• Client Experience
• Deliver thoughtful, responsive, relationship-driven service
• Help clients think holistically about their financial future
• Use firm tools and resources to support strong planning outcomes

What Makes You a Great Fit

• Bachelor’s degree preferred, but not required for the right candidate
• Professional experience in sales, athletics, hospitality, education, recruiting, business development, or other relationship-driven roles is a plus
• Highly coachable, ambitious, and self-motivated
• Strong communication and interpersonal skills
• Comfort with activity-based business development and performance goals
• Interest in financial planning, entrepreneurship, and long-term relationship building

Why You'll Love It Here

• Strong earning potential with upside tied to your effort, growth, and results
• Paid training, mentorship, and support designed to help you ramp faster
• A collaborative culture that values positivity, ambition, and service
• Access to planning, operational, and leadership resources
• The chance to build a rewarding career helping people pursue financial freedom