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FINANCIAL ADVISOR (ENTRY-LEVEL)

Career Headhunter LLC

Tulsa (south-east), OK(remote)

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Banking Services, Business Administration, Business Development, Certified Financial Planner (CFP), Communication Skills, Consultative Sales, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Customer Training, Disability Insurance, Diversity, Documentation Standards, Economics, Estate Planning, Finance, Financial Analysis, Financial Planning, Financial Services, Health Insurance, High School Diploma, Insurance, Investment Management, Investment Services, Lead Generation, Licensing, Life Insurance, Maintain Compliance, Management Strategy, Marketing, Mentoring, Microsoft Office, Mutual Funds, Needs Assessment, Research Skills, Retirement Planning, Sales, Sales Prospecting, Securities, Series 6, Series 63, Series 66, Series 7, Training Program, Wealth Management
LOCATION
Tulsa (south-east), OK
POSTED
30+ days ago
FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE

LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)

ABOUT THE ROLE
We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.

RESPONSIBILITIES
  • Prospect new clients through networking, referrals, and business development
  • Conduct financial needs analysis and fact-finding interviews
  • Educate clients on retirement planning, life insurance, disability insurance, and investment options
  • Support portfolio implementation including mutual funds and insurance products
  • Maintain client relationship management (CRM) records
  • Ensure regulatory compliance and documentation standards
  • Participate in licensing preparation and professional development
  • Deliver ongoing client service and relationship management
REQUIRED QUALIFICATIONS
  • High school diploma or equivalent
  • Ability to obtain Life and Health Insurance license
  • Strong communication and consultative sales skills
  • Comfortable with prospecting, lead generation, and client acquisition
  • Basic proficiency with CRM software and Microsoft Office
PREFERRED QUALIFICATIONS
  • Bachelor’s degree in Finance, Business Administration, Economics, or Marketing
  • 1+ year of experience in sales, banking, insurance, financial services, or customer service
  • Active Life and Health Insurance license
  • Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
  • Interest in Certified Financial Planner (CFP) track
BENEFITS
  • W-2 employment status
  • Commission-based compensation with residual income
  • Performance bonuses and production incentives
  • 401(k) with company match
  • Medical, dental, vision, life, and disability insurance
  • Licensing sponsorship (if applicable)
  • Structured mentorship and financial advisor training program
  • Flexible scheduling
ABOUT THE COMPANY
The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.

EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.
 

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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About the Company

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Career Headhunter LLC

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