State Licensed Financial Advisor

Job Summary

To support a growing financial advisory practice, the full-time State Licensed Financial Advisor will engage with clients to build lasting relationships, empower informed financial decisions, and develop a personal network while working remotely across several states.

Key responsibilities

• Meeting with potential clients to establish genuine, long-term relationships based on shared values and goals
• Empowering clients to make knowledgeable financial decisions regarding education, investments, insurance, and retirement
• Building a strong personal network through local nonprofits, churches, and businesses for future growth

Required qualifications

• Ability to obtain necessary licenses, including Life, Health, and Annuity, and Securities Industry Essentials within 8 to 13 weeks
• Interest in transitioning into a financial advisor role within three months to three years
• Self-discipline and motivation to succeed in a client-focused environment
• Strong interpersonal skills with a passion for helping others achieve their goals
• Background in outside sales, business management, education, ministry, hospitality, or military experience is preferred