Financial Advisor Associate – Training & Licensing Provided
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Job Description
Financial Advisor Associate at Strategic Financial Concepts providing financial guidance. Role includes training, mentorship, client relationship building, and professional development opportunities.
Responsibilities:
- Help individuals, families, and business owners make important financial decisions that impact their future.
- Build meaningful relationships with clients.
- Develop professional expertise in financial advising.
- Participate in mentorship programs and leadership development opportunities.
- Learn and utilize advanced financial planning technology and CRM tools.
Requirements:
- No prior financial services experience is required.
- Motivated, relationship-oriented, and eager to learn.
- Comfortable building relationships through networking, referrals, and community engagement.
- Comfortable asking for referrals and expanding your professional network to generate new business opportunities.
- Comfortable with a performance-based compensation structure with uncapped earning potential.
- Willing to obtain a Life & Health Insurance License within 30 days of joining SFC.
Benefits:
- Health & Financial Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) with 6% Company Match
- Leadership Development Programs
- Professional Training & Education
- Recognition Programs
- Incentive Travel Opportunities
- Mentorship & Coaching
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