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GB Broadway Financial Group

Financial Solutions Associate (Flex Schedule)

Entry-Level JobVerifiedNo experience needed

Pay: Not specified

Posted: 7 weeks ago

Location: Green Bay, WI (Hybrid)

Last Updated: 3 weeks ago

Hours: Full-Time

Expires: 9/20/2026

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$103,903 / year median in Wisconsin

+1% projected growth

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Job Description

About Us:

GB Broadway Financial Group is a locally rooted financial services agency expanding its footprint right here in Green Bay. We specialize in innovative wealth preservation, tax-advantaged retirement planning, and specialized asset protection strategies for families and small business owners. We are currently seeking a teachable, self-motivated individual to join our team as a Financial Solutions Associate.

Position Overview:

This is a flexible, entry-level business-building opportunity designed for professionals looking to transition careers or gain independence. Rather than a rigid corporate desk job, you will work closely under direct mentorship to learn the financial industry from the ground up. We provide a full blueprint to help you establish, grow, and scale your own financial services practice.

What You Will Do:

Learn to conduct basic financial discovery and analyze client needs under the guidance of an experienced mentor. Help families and independent business owners implement tax-advantaged vehicles like Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIAs). Build and maintain professional relationships through local networking, social platforms, and community outreach. Participate in specialized agent training and agency leadership development programs.

What We Offer:

Uncapped 1099

Commission Structure:

High-earning potential with a compensation vehicle tailored for independent growth.

Complete Flexibility:

Set your own hours and manage your schedule around your personal commitments.

Direct Mentorship:

Hands-on field training and step-by-step guidance—no prior financial experience is required.

Licensing Support:

Comprehensive study support to help you achieve your state life and health insurance licensing.

Who You Are:

A resident of the Green Bay area looking to make a lasting impact in the local community. Highly coachable with an entrepreneurial mindset and a strong work ethic. Possess excellent communication skills and a natural desire to help others build financial security. Must be able to pass a standard background check for state financial licensing.

Schedule:

Flexible schedule / Choose your own hours Part-time or Full-time availability

Compensation:

1099 Commission-based (Uncapped earning potential)

Benefits:

Financial planning services Flexible schedule Opportunities for advancement Professional development assistance Referral program

Work Location:

Hybrid remote in Green Bay, WI 54303