Become a financial advisor and start your own business helping clients achieve their goals through comprehensive financial planning.
Begin as a financial representative, gaining client-building experience and obtaining necessary licenses.
Receive award-winning training in areas like asset protection, education funding, investments, trust, retirement, and business analysis.
Use proprietary planning software to create holistic plans including investments, insurance, and annuities, making a meaningful impact on clients and communities.
Enjoy flexible workdays, uncapped earning potential, and the option to build your practice in ways that align with your goals, such as opening an office or becoming an advanced advisor.
Responsibilities include growing your client base, building personalized plans, and supporting clients through all life stages.
Training includes industry expert insights and mentorship; licensing requires Life/Health, SIE, Series 6, 7, and 63 certifications, with tuition support.
Compensation is performance-based, with average earnings ranging from $61K to $119K in the first three years, and top advisors earning $137K to $250K. Benefits include retirement plans, insurance, parental leave, and more.
Ideal candidates have a bachelor’s degree, entrepreneurial spirit, relationship skills, and a desire for continuous learning. Must be authorized to work in the US without sponsorship.