Financial Services Associate
About The Position
Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career. As a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base. Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results. Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor. Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.
Requirements
- Early-career professionals or career changers
- Individuals without a large natural market or network
- Highly motivated, coachable, and goal-oriented individuals
- Strong communicators who enjoy helping others
- Self-starters who thrive in a flexible, performance-based environment
Nice To Haves
- Bachelor’s degree or equivalent work experience
- Interest in finance, sales, or entrepreneurship
- Customer service or people-facing experience
Responsibilities
- Meet with prospective clients (provided leads + self-generated opportunities)
- Conduct financial needs assessments and identify appropriate solutions
- Educate clients on financial strategies (retirement, protection, savings, etc.)
- Build and maintain long-term client relationships
- Participate in training, coaching, and team development activities
- Track daily activity and progress toward personal goals
Benefits
- Activity-Based Stipend: Earn consistent income based on key activities
- Performance Bonuses: Additional earnings tied to production milestones
- Commission Potential: Unlimited income based on client solutions implemented
- Long-Term Residual Income: Build a sustainable income stream over time
- Comprehensive onboarding program (no prior experience required)
- Ongoing mentorship from experienced professionals
- Access to proven scripts, systems, and marketing tools
- Licensing support (where applicable)
- Weekly coaching and development sessions
- Earn required licensing (Life, SIE, Series 7 and Series 66)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
