Launch Your Career with Fortune-500-Level Support
Uncapped Earnings Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferredor commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts Your success starts here.
We are 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.
Entry-Level Financial Advisor • Lafayette, CO, US
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