Entry-Level Financial Advisor

Looking for a career in financial services where you feel truly valued and supported? At Cambridge Financial Network, we provide an environment that encourages growth and rewards dedication. Whether you're an experienced professional or just beginning your journey in the financial sector, we welcome individuals who are enthusiastic about assisting clients, passionate about personal and professional development, and committed to delivering outstanding service. Join us and take advantage of flexible work options, comprehensive training programs, and competitive pay. Why choose Cambridge Financial? Great Earning Potential - Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential. Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals. Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection. Flexibility and Support - Collaborate with our entirely remote team or in-person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive. Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.

Compensation:

Please note that while the salary range listed is average for a first-year advisor, this role has upside earning potential.

Compensation:

$50,000 - $150,000 yearly

Responsibilities:

Client Consultation :

Meet with clients to understand their financial goals, needs, and risk tolerance.

Financial Planning :

Develop customized financial plans to achieve long-term and short-term objectives.

Portfolio Management :

Monitor and adjust clients' investment portfolios to align with market trends and financial goals.

Retirement Planning :

Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.

Tax Optimization :

Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.

Insurance Planning :

Recommend appropriate insurance policies to protect clients' assets and manage risks.

Relationship Management :

Build and maintain strong client relationships through regular communication and updates.

Qualifications:

Nice-to-Haves:

Series 7, Series 66, and SIE registrations. Life and Health Insurance License. Experience as a financial advisor or wealth management professional. Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years , we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities , we'd love to connect with you.