Financial Advisor
$61,000–$119,000 year
On-siteSalt Lake City, Utah, United States
Job Summary
Grow your client base through new connections and a strong referral network while building personalized, holistic financial plans tailored to unique needs. Manage client financial plans to support them through every life stage, utilizing proprietary software for investments, insurance, and retirement solutions. Obtain required licenses including Life/Accident & Health, SIE, and Series 6, 7, and 63, with tuition reimbursement available. Earn uncapped, performance-based annual revenue ranging from $61K to $250K based on production, with renewal income for continued client support. This opportunity allows you to shape your workday as an independent contractor to align with your long-term vision and entrepreneurial goals.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
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