FINANCIAL ADVISOR (ENTRY-LEVEL)
Career Headhunter
Full-time
On-site
Parsippany
FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE
LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)
ABOUT THE ROLE
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.
RESPONSIBILITIES
Prospect new clients through networking, referrals, and business development
Conduct financial needs analysis and fact-finding interviews
Educate clients on retirement planning, life insurance, disability insurance, and investment options
Support portfolio implementation including mutual funds and insurance products
Maintain client relationship management (CRM) records
Ensure regulatory compliance and documentation standards
Participate in licensing preparation and professional development
Deliver ongoing client service and relationship management
REQUIRED QUALIFICATIONS
High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition
Basic proficiency with CRM software and Microsoft Office
PREFERRED QUALIFICATIONS
Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
1+ year of experience in sales, banking, insurance, financial services, or customer service
Active Life and Health Insurance license
Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
Interest in Certified Financial Planner (CFP) track
BENEFITS
W-2 employment status
Commission-based compensation with residual income
Performance bonuses and production incentives
401(k) with company match
Medical, dental, vision, life, and disability insurance
Licensing sponsorship (if applicable)
Structured mentorship and financial advisor training program
Flexible scheduling
ABOUT THE COMPANY
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)
ABOUT THE ROLE
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.
RESPONSIBILITIES
Prospect new clients through networking, referrals, and business development
Conduct financial needs analysis and fact-finding interviews
Educate clients on retirement planning, life insurance, disability insurance, and investment options
Support portfolio implementation including mutual funds and insurance products
Maintain client relationship management (CRM) records
Ensure regulatory compliance and documentation standards
Participate in licensing preparation and professional development
Deliver ongoing client service and relationship management
REQUIRED QUALIFICATIONS
High school diploma or equivalent
Ability to obtain Life and Health Insurance license
Strong communication and consultative sales skills
Comfortable with prospecting, lead generation, and client acquisition
Basic proficiency with CRM software and Microsoft Office
PREFERRED QUALIFICATIONS
Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
1+ year of experience in sales, banking, insurance, financial services, or customer service
Active Life and Health Insurance license
Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
Interest in Certified Financial Planner (CFP) track
BENEFITS
W-2 employment status
Commission-based compensation with residual income
Performance bonuses and production incentives
401(k) with company match
Medical, dental, vision, life, and disability insurance
Licensing sponsorship (if applicable)
Structured mentorship and financial advisor training program
Flexible scheduling
ABOUT THE COMPANY
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.