Are you driven, coachable, and ready to build a meaningful career with unlimited income potential? Income, Impact, Independence; few careers offer all 3, we do.
We are a national financial advisory firm looking for motivated individuals to join our team and help others achieve financial freedom. Whether you’re experienced in sales or simply passionate about helping others, this opportunity offers professional growth, mentorship, and a supportive team environment.
Led by Managing Partner Joel Singer, our office is built on leadership, discipline, integrity, and service. Joel brings an extraordinary background to the financial industry.
What Makes Us Different:
· Our motto is "In business for yourself, not by yourself."
· Leads are provided to help support your business growth and client outreach
· No office expenses - we’re focused on developing business owners, not employees. That’s why we invest in your growth as you build and launch your business.
· Non-Captive Financial Firm - true ownership of clients with access to the best carriers/companies in the nation.
· Our model is designed to take someone with no financial experience or background and build them into an industry expert sought out for advice to achieve financial freedom.
· Comprehensive and engaging onboarding, mentorship, training, and career progression programs.
What You’ll Do:
· Help individuals and businesses create smart financial and retirement strategies designed for long-term growth, protection and preservation of capital.
· Present financial, insurance, and retirement planning solutions tailored to client needs while building lasting relationships.
· Utilize proprietary budgeting and financial planning software to guide clients toward financial success and retirement readiness.
· Educate clients on wealth accumulation, income protection, and retirement preparation options.
· Setting appointments with prospective clients.
· Maintain ongoing client communication, policy reviews, and continued financial support.
What We’re Looking For:
· Positive, energetic, and professional attitude
· Strong communication and people skills
· Coachable, self-motivated, and driven to grow personally and professionally
· Willingness to learn, get feedback, and apply training in a fast-paced environment
· Sales or customer service experience preferred
· Full-time position
Preferred Qualifications:
· 215 license and/or investment licensing
· Degree in Psychology and/or Finance
· Bilingual or multilingual communication skills are a plus
If you’re looking to build a long-term career, not just earn a paycheck, and want the opportunity to grow under strong leadership while making a meaningful impact in people’s lives, we’d love to connect with you!
Apply today and start building your future in the financial services industry.
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