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Associate Financial Advisor


Updated 3 weeks ago


Academic Credit

Program Description:

"Our guarantee is to dramatically shorten the learning curve toward becoming a producing financial advisor through our remote advisor development curriculum. This program will not only give you all the tools necessary for success, but will dramatically accelerate your trajectory as a career Financial Planner.”

The Associate Program is a dynamic 26-week remote work program that has been designed to dramatically shorten the learning curve toward becoming a career financial advisor. Through our proven sales, financial planning, & operations curriculum, associates are immersed in a fully virtual interactive & hands-on work week. Prior to the program start all participants will become partially licensed in the financial services industry and upon satisfactory completion of the program will receive career offers and securities license sponsorship. The 26-week program consists of 70+ hours of on-demand classes, live training, and a virtual office platform.

Program Highlights:

Work from anywhere – fully remote position with a fully virtual company
Nationwide prospecting – no geographical constraints on building your business
Requires a minimum commitment of 20 live hours (30 hours is recommended)
Can be paired with outside supplemental part time employment
70+ hours of on-demand classes for training and skill development
Includes sponsorship for professional licensing
Uncapped commission structure (85k target in first year earnings)
Target marketing leads are provided – Database with over 1,000,000 targeted cell phone contacts
Series 65 sponsorship covered by RetireUS after performance review

Role & Responsibilities:

This is a highly competitive position and is reserved for candidates who are entrepreneurial, competitive, energetic, coachable AND in alignment with the company’s core values. Financial planning, finance, sales, & entrepreneurship degrees are encouraged, but not required. The program is designed for entrepreneurs interested in a HA

Positions Available: 10