Financial Services Broker Trainee / Financial Advisor (Entry-Level)

Financial Services Broker Trainee / Financial Advisor (Entry-Level)

Location:

Tucson, AZ (Hybrid, Remote & In-Office Opportunities Available)

Job Type:

Full-Time | Part-Time |

Independent Contractor Compensation:

Performance-Based Pay +

Bonuses Benefits:

Flexible schedule Paid training Professional licensing support Mentorship and coaching Opportunities for advancement Hybrid and remote work options Business development training Marketing and social media training About the Opportunity We are seeking motivated, open-minded individuals who are interested in building a career in the financial services industry. Whether you're looking for a full-time profession or a part-time opportunity to create additional income, we provide the training, mentorship, and support needed to help you succeed. No prior experience is required. As a Financial Services Broker Trainee, you will learn how to help individuals and families make informed financial decisions while building your own book of business and developing long-term client relationships. Unlike many sales positions, you'll have the opportunity to become part of your clients' financial journey by helping them navigate important life milestones and financial goals. Our team provides education, coaching, prospecting strategies, social media marketing training, and ongoing mentorship to help you develop the skills needed to grow your business and serve clients professionally. What You'll Do Meet with individuals and families to understand their financial goals Conduct financial needs analyses Educate clients on financial concepts and strategies Assist clients with solutions related to life insurance, investments, retirement planning, debt management, and mortgage-related services Build and maintain long-term client relationships Develop and manage your own client portfolio Participate in ongoing training, mentorship, and professional development Utilize social media and networking strategies to build your business What We're Looking For Must be at least 18 years old Must be able to pass a fingerprint and background check Strong communication and interpersonal skills Self-motivated and goal-oriented Coachable and willing to learn Professional attitude and positive mindset Open-minded individuals seeking personal and professional growth Licensing & Training Licenses are preferred but not required to get started. Candidates interested in obtaining the following licenses are encouraged to apply: Life Insurance License Securities Industry Essentials (SIE) Series 6 License Series 63 License Mortgage Loan Originator (MLO) License Our training program is designed to help qualified candidates prepare for licensing, learn industry fundamentals, develop client acquisition strategies, and build the skills necessary to become a well-rounded financial services professional. Education & Experience No experience required No college degree required No high school diploma required Training provided Why Join Us? This is an opportunity to build a professional career helping individuals and families improve their financial futures. You'll receive hands-on training, mentorship from experienced professionals, and the ability to create a flexible career path while building meaningful relationships with clients and becoming a trusted resource throughout their financial journey. Application Questions Are you currently located in the United States? Are you 18 years of age or older? Can you pass a fingerprint and background check? Are you willing to obtain professional licenses if required?

Work Location:

Hybrid Remote in Tucson, AZ 85741

Pay:

$60,000.00 - $100,000.00 per year

Benefits:

401(k) Financial planning services Flexible schedule Life insurance Paid time off Retirement plan Application Question(s): If you don't have any licenses are you willing to get them through the state of Arizona? Will you be able to attend ALL Mandatory meetings we have every Tuesdays at 7pm?

Work Location:

Hybrid remote in Tucson, AZ 85741