Team-Sponsored Launch (Financial Advisor)

TL;DR

Team-Sponsored Launch (Financial Advisor): Launching a financial advising practice by joining an existing team, obtaining required licenses, and building client relationships with an accent on shared values and long-term client empowerment. Focus on developing skills in financial planning for education, investments, insurance, and retirement while networking in local communities.

Onsite in Toms River, NJ (United States only)

$24,000 - $30,000 plus commission

Company

Fortune 500 not-for-profit financial services organization serving over 2.3 million clients with advice, insurance, investments, banking, and generosity programs.

What you will do

• Obtain necessary financial licenses (Life, Health, Annuity, Securities Industry Essentials, Series 6/63 or 7/66) over 8-13 weeks.
• Complete comprehensive training program up to 8 weeks.
• Build book of business by meeting potential clients and fostering long-term relationships based on shared values.
• Empower clients with financial decisions on education, investments, insurance, and retirement.
• Develop personal network through local nonprofits, churches, and businesses.
• Transition to full financial advisor role within 3 months to 3 years.

Requirements

• Must be eligible to work in the United States and obtain required financial licenses.
• Self-disciplined, independent, and driven to succeed.
• Motivated by helping others achieve goals.
• Strong interpersonal skills as a natural coach or guide.
• Passionate about generosity and serving communities.

Culture & Benefits

• Stable income via individual/team commissions and incentives.
• Medical, dental, vision insurance; disability and accidental death coverage.
• 401(k) and pension opportunities.
• Access to unique client engagement tools for community impact.
• Diversity, inclusion, and EEO commitment.