Job Description – Financial Advisor (Career Opportunity) Are you looking for a career where you can build your own career, make a meaningful impact, and create upside income potential? We are seeking driven and ambitious individuals to join our team as Financial Advisors. In this role, you will help individuals, families, and business owners achieve financial security through customized strategies, while building your own practice with the support of a nationally recognized organization. This is an opportunity for professionals who want more than just a job — it’s a chance to grow a long-term career with independence, flexibility, and purpose. What You’ll Do • Build and grow your own client base through networking, referrals, and community engagement • Provide personalized financial guidance, including life insurance, retirement planning, and wealth strategies • Develop long-term relationships and become a trusted advisor to your clients • Create customized financial solutions to help clients protect and grow their assets • Participate in training, mentorship, and ongoing professional development What We Offer • Comprehensive training and licensing support • Mentorship from experienced financial professionals • Competitive compensation with upside earning potential • Flexible schedule and the ability to build your own career • Access to a wide range of financial products and solutions Who You Are • Business-minded, self-motivated, and goal-oriented • Strong communicator with a passion for helping others • Relationship-driven and community-focused • Willing to obtain (or already hold) necessary licenses Responsibilities: • Develop and maintain long-term relationships with clients by providing personalized financial guidance • Assess clients’ financial situations, goals, and risk tolerance to create tailored financial strategies • Recommend and implement solutions, including life insurance, retirement planning, investments, and wealth management • Conduct regular reviews of client portfolios and adjust strategies as needed • Educate clients on financial products, market trends, and planning strategies • Prospect and generate new business through networking, referrals, and outreach • Ensure compliance with all regulatory and company policies • Maintain accurate client records and documentation • Collaborate with internal teams or specialists to provide comprehensive financial solutions • Stay current on industry developments, financial products, and licensing requirements Qualifications: • Bachelor’s degree in Finance, Business, Economics, or related field preferred (not always required) • Active Life & Health Insurance license (or willingness to obtain within a specified timeframe) • FINRA licenses (Series 6, 7, 63, or 65) are preferred but not required • Previous experience in sales, financial services, banking, or client-facing roles is a plus • Strong interpersonal and communication skills • Ability to build trust and maintain long-term client relationships • Self-motivated with a business mindset • Strong work ethic with the ability to work independently • Goal-oriented with a desire for high earnings and career growth • Basic understanding of financial concepts, investments, and insurance products (training provided if needed) Compensation: $60,000 - $150,000

• Develop and maintain long-term relationships with clients by providing personalized financial guidance • Assess clients’ financial situations, goals, and risk tolerance to create tailored financial strategies • Recommend and implement solutions, including life insurance, retirement planning, investments, and wealth management • Conduct regular reviews of client portfolios and adjust strategies as needed • Educate clients on financial products, market trends, and planning strategies • Prospect and generate new business through networking, referrals, and outreach • Ensure compliance with all regulatory and company policies • Maintain accurate client records and documentation • Collaborate with internal teams or specialists to provide comprehensive financial solutions • Stay current on industry developments, financial products, and licensing requirements