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C
CL & Associates
Financial Representative (Entry Level)
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Representative
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Scorecard
Based on Hawaii data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$71,425 / year median in Hawaii
-9% projected decline
Job Description
Entry-Level Financial Consultant Start Your Career in Financial Services Are you looking for a career where you can make a meaningful impact while building your own future? We're seeking motivated, coachable individuals to join our team as Entry-Level Financial Consultants. No prior industry experience is required—we provide comprehensive training, mentorship, and support to help you succeed. As a Financial Consultant, you'll work with individuals and families to help them develop strategies for protecting their income, building wealth, preparing for retirement, and achieving long-term financial goals. This is an opportunity to develop valuable business, leadership, and financial planning skills while growing in a rewarding profession. What You'll Do Meet with clients to understand their financial goals, priorities, and current financial situation. Educate clients on financial strategies related to protection, savings, investments, retirement, and wealth building. Develop personalized financial solutions tailored to each client's needs. Build lasting relationships by providing ongoing guidance and exceptional client service. Stay informed on financial products, market trends, and industry regulations. Participate in ongoing training, coaching, and professional development. Collaborate with experienced mentors and licensed professionals to continue developing your skills. We're Looking For Strong communication and people skills. A positive attitude and willingness to learn. Self-motivated, goal-oriented individuals who enjoy helping others. Professionalism, integrity, and strong organizational skills. Ability to work independently while thriving in a team environment. Bachelor's degree is preferred but not required. Relevant experience in sales, customer service, finance, or business is a plus. What We Offer Comprehensive training and mentorship. Flexible full-time and part-time opportunities. Performance-based income with significant growth potential. Leadership development and career advancement opportunities. A supportive team culture focused on personal and professional growth. The opportunity to make a lasting impact by helping individuals and families build financial confidence and long-term security. If you're looking for a career with purpose, unlimited growth potential, and the opportunity to help others improve their financial future, we'd love to hear from you.