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Job Description
Entry-Level Financial Services Representative
WILLIS ADVISORY GROUP
Bellaire, TX Job Details Permanent | Part-time | Full-time | Contract | Internship $2,500 - $5,000 a month 23 hours ago Benefits Paid training Financial planning services Opportunities for advancement Flexible schedule Life insurance Retirement plan Qualifications Life Insurance License Customer communication Wealth management Financial sales Series 6 Customer relationship building In-person customer service Managing financial planning clients Bank experience Mortgages Securities Industry Essentials Financial concepts Initial Contact (sales skills) Financial goal setting advisory services Prospecting Financial needs assessment Series 65 Practicing in the securities industry Retirement planning advisory services Communication skills Entry level Series 63 Under 1 year Specialization in financial literacy instruction Full Job Description Financial Advisor Associate (Training & Licensing Support Available) No Financial Services Experience Required We are willing to train the right candidate and cover all training and licensing costs for qualified individuals. Whether you are changing careers, looking for additional income, or seeking a long-term professional opportunity, we provide the education, mentorship, and support needed to help you succeed. About Willis Advisory Group Willis Advisory Group is expanding and seeking motivated, coachable individuals who want to build a meaningful career helping individuals, families, and business owners achieve their financial goals. We are looking for future Financial Advisors, leaders, and entrepreneurs who want to make a positive impact while creating a flexible career with unlimited growth potential. This opportunity is ideal for individuals interested in financial planning, retirement strategies, investments, wealth building, and personal development. Position Overview As a Financial Advisor Associate, you will work directly with individuals, families, and small business owners to help them create financial strategies designed to build, protect, and preserve wealth. This position offers flexibility to work in-office, remotely, or in a hybrid capacity. Responsibilities Meet with prospective and existing clients to discuss financial goals Conduct financial needs analyses and educational consultations Help clients create strategies for retirement, wealth building, and financial protection Educate clients on financial concepts and planning solutions Build and maintain professional client relationships Participate in weekly training and professional development Learn how to build and manage your own client base Work toward obtaining professional licenses and certifications (if not currently licensed) Qualifications Preferred but Not Required Life Insurance License SIE, Series 6, Series 63, Series 65, or other securities licenses Experience in sales, banking, insurance, mortgage lending, customer service, education, or financial services Ideal Candidate Strong communication and interpersonal skills Self-motivated and goal-oriented Professional and dependable Entrepreneurial mindset Coachable and willing to learn Passionate about helping others improve their financial future Training & Licensing Support No prior financial services experience is required. For qualified candidates, Willis Advisory Group provides: Comprehensive training program One-on-one mentorship Company-paid licensing and training costs Professional development coaching Leadership development opportunities Ongoing education and support A clear path to becoming a licensed Financial Advisor What We Offer Flexible full-time and part-time opportunities Remote, hybrid, and in-office work options Career advancement based on performance Mentorship from experienced Financial Advisors Leadership and business-building opportunities Flexible schedule that fits your lifestyle Opportunity to build your own book of business Unlimited income potential based on performance Compensation Part-Time $500 - $2,000+ per month Full-Time $2,000 - $10,000+ per month Compensation is performance-based and includes opportunities for bonuses, advancement, and long-term income growth.
Schedule Part-time:
5-10 hours per week Full-time opportunities available Flexible scheduling Evening and weekend availability optional Job Types Full-time Part-time Contract Work Location Remote Hybrid In-Person Why Join Willis Advisory Group? We believe financial education can change lives. Our mission is to help individuals and families build wealth, protect their income, and create a stronger financial future. If you are looking for more than just a job and want an opportunity to develop professionally, help others, and build a rewarding career, we encourage you to apply. Apply Today Qualified applicants will be contacted to schedule an interview and learn more about our training program, licensing support, and career opportunities. Willis Advisory Group Helping Families Build Wealth. Protect Their Future. Leave a Legacy.
Pay:
$2,500.00 - $5,000.00 per month
Benefits:
Financial planning services Life insurance Retirement plan
