Financial advisor jobs in United States

ABOUT US Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. OUR COMPANY OFFERS: ***REMOTE work Full, In Depth Training & Mentorship Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential (1099 Commission based income) Stability and Security QUALIFICATIONS: Outstanding communication skills, both verbal & written Able to work effectively in a team environment Detail-oriented and the ability to follow up on tasks Work effectively under pressure and maintain a positive attitude Capable of multi-tasking, prioritizing, and managing time efficiently Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance). Responsibilities include but are not limited to: 1. Attend Training Sessions 2. Provide Exceptional Customer Service 3. Participate in marketing and expansion strategies and efforts 4. Consult, educate and connect clients with financial protection, investment, and wealth preservation strategies

Job Overview: We are seeking a motivated Financial Advisor to join our team in a fully remote, commission-only role. This is a 1099 contractor position, ideal for an entrepreneurial professional who excels in providing financial guidance and personalized investment strategies to clients. You’ll have the opportunity to work independently, setting your own schedule while accessing company resources, support, and a broad client base. Key Responsibilities: - Build and manage a client portfolio, cultivating relationships with new clients while maintaining existing ones. - Conduct thorough financial assessments to understand clients’ goals, risk tolerance, and investment preferences. - Provide comprehensive financial planning services, including retirement planning, investment management, tax planning, and estate planning. - Educate clients on various financial products, such as stocks, bonds, mutual funds, insurance, and other investment options. - Design customized investment strategies aligned with clients' short- and long-term goals. - Regularly review and adjust clients’ portfolios to reflect their evolving needs and market trends. - Stay current on financial markets, trends, and regulatory requirements to provide clients with informed guidance. - Collaborate with internal teams as necessary to enhance client offerings and improve service quality. Requirements: - Proven experience as a Financial Advisor, Financial Consultant, or in a similar financial planning role. - Current licenses (Life Insurance, Series 7, Series 66, etc.) or willingness to obtain them if required. - Strong knowledge of financial products, investment strategies, and market trends. - Excellent interpersonal and communication skills to build trust with clients. - Highly motivated, self-directed, and able to work effectively in a remote environment. - Entrepreneurial mindset with a strong drive for commission-based earnings. - Familiarity with financial planning software and CRM systems is preferred. Benefits: - Fully Remote: Work from anywhere with a flexible schedule. - Unlimited Earnings Potential: Commission-only structure allows for unlimited income based on performance. - 1099 Contractor: Independent contractor status for tax flexibility and entrepreneurial independence. - Ongoing Support: Access to company resources, marketing materials, and industry insights to help grow your client base and portfolio. Commissions only Opportunity to obtain life insurance license and Series 6, 7, or 63 licenses based on career development goals and interests. This role is ideal for a self-driven, goal-oriented professional eager to maximize their earning potential and make a lasting impact on clients' financial well-being. If you are ready to build a rewarding, flexible career in financial advising, we encourage you to apply!

We are seeking entrepreneurial sales/CPA's/financial advisors, Realtors, all professionals to inspire and educate clients on a transformative debt reducing and wealth building system. It has an AI based algorithm. This is great for realtors. This is great for professionals with a lot of student loans. This is a commission only opportunity offering $700 per sale during training and $1400 per sale upon completion of training. It's a great add on to whatever else you are doing. Our system has saved hundreds of millions of dollars in interest payments. It provides clients with an easy-to-use online tool to minimize both time and interest paid on all debt. Our solution provides useful information and smart, specific guidance for finding savings opportunities unique to each user. We want to help people understand and do more with their money. Imagine the Possibilities With finances, we too often walk along nearsighted, stumbling into avoidable financial pitfalls. The blurriness of the way impacts the quality of our decisions. To make matters worse, we can look back on our missteps with surprising clarity. How would you craft your life differently if you knew beforehand the impact of all your financial decisions? Our program does just that using the monthly budget. This service can help achieve financial goals through the strategic interest cancellation and wealth-building power of our revolutionary program. Time and interest can be saved on nearly every debt. The key is to make money work smarter, with existing income. It calculates some of the fastest ways to pay off mortgage and consumer debt, and build a substantial savings nest egg based on specific income, payments, living expenses and financial goals. You never have to guess which loans to pay off first, when to pay or how much extra to send. More Possibilities Do faster. Achieve faster. The program offers enhanced features that truly take ones financial life to a new level · Comprehensive budgeting system, fine-tuned to the sensitivity of one's goals. · Enhanced calculations to pay down debt. · Software settings that allow changes to how aggressively to pay down debt and build wealth. · Ability to pay down multiple properties at the same time. · User-friendly software interface. · Personalized coaching. · Automatic account updates. · US based client support. In a nutshell, our program takes sophisticated banking algorithms and manipulates them so that our clients can pay down mortgages, student & auto loans, credit cards, etc., in a fraction of the time. On average, our program can save 1/3rd to 1/2 if not more in not only time but in money. It takes that cancelled interest and it uses it to create wealth. You can use that wealth for other investments, real estate, travel or starting a business. The hidden bonus here is that this is a LIFETIME program. So, if there are costs to these future ventures, just run them through the program to see the real costs and see how quickly you can be & stay debt free. Our program is WARRANTED to work. The best way and only way to see if it benefits you is to have your own report prepared. It’s a navigation system for your finances. It tells you the shortest, most effective way to get to your desired financial destination. And if you miss a turn along the way it recalculates and helps get back on track! Job Type: Flexible Schedule Pay: commission Benefits: Employee discount Flexible schedule Work Location: Remote

Job description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2 , estate planning strategies and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. Across our diverse agent population of nearly 12,000 agents, the average income in 2022 was $117,000. Individual agent performance will determine their income. Benefits include medical, dental, vision, a 401(k) and pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients. Job Type: Full-time Benefits: 401(k) Dental insurance Tuition reimbursement Vision insurance Supplemental Pay: Bonus opportunities Commission pay Training allowance Expense allowance Activity Stipend