FULL_TIME

FEED

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

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<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>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.Powered by JazzHR

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FINANCIAL ADVISOR (ENTRY-LEVEL)

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

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With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities.

<div style="text-align:center"><img alt="" height="118" src="https://assets.jazz.co/customers/customer_20190731195221_XPFO94BLMMUNKYWO/layout/20260114150933-ISPOR_tagline.svg.png" width="383"/></div> ISPOR, the Professional Society for Health Economics and Outcomes Research is a growing global nonprofit with more than 15,000 members across 120 countries. With the recent launch of the ISPOR Institute for Healthcare Transformation and a bold Strategic Plan 2030, the organization is committed to becoming the world’s trusted authority in health economics and outcomes research, working toward a world where healthcare is accessible, effective, efficient, and affordable for all. <h1>Position Summary</h1>ISPOR is seeking a Chief Financial Officer to join its senior leadership team as the organization continues to grow its global impact. Reporting to the CEO, the CFO will lead the finance and accounting function, ensuring strong fiscal management and compliance while driving the financial strategy that supports ISPOR’s mission. This role is responsible for multi-year financial forecasting, budgeting, risk management, and developing internal controls and policies. The CFO will also manage banking and investment relationships and serve as a key strategic partner to the CEO, Board, and key committees.<h1>Essential Duties and Responsibilities</h1><ul><li>Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities.</li><li>Oversee financial operations: Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations.</li><li>Ensure risk management and compliance: Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations.</li><li>Optimize systems and processes: Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management.</li><li>Provide strategic leadership: Advise the CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations.</li><li>Manage banking and investment relationships: Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors.</li><li>Lead and develop finance team: Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices.</li></ul><h1>Position Requirements</h1><ul><li>Education: Bachelor’s degree in accounting, finance, economics, or business administration required; CPA/CMA and graduate degree preferred.</li><li>Experience: 10+ years of nonprofit financial leadership, including budgeting, forecasting, and strategic planning.</li><li>Technical Expertise: Skilled in financial analysis, modeling, compliance, and risk management.</li><li>Leadership: Proven ability to lead and mentor teams; strong collaboration and influence skills.</li><li>Communication: Exceptional written and verbal communication; able to explain complex financial concepts to diverse audiences.</li><li>Professional Attributes: High integrity, discretion with confidential information, and strong organizational skills.</li><li>Travel: Ability to travel nationally as needed and internationally approximately once per year for meetings, conferences, and organizational events.</li></ul><h2>Compensation and Benefits</h2><ul><li>Salary: $190,000–$210,000 with a potential MBO bonus at 15% after a year of service.</li><li>Benefits:<ul><li>20 days PTO plus company holidays</li><li>Generous health benefits – base plan is 100% subsidized for employee-only coverage</li><li>Vision buy-up option</li><li>401K contribution of 6% after one year</li><li>Winter break closure</li><li>Year-round flexible schedule and Summer Flex program</li></ul></li></ul><h3> Why Join ISPOR?</h3>Joining ISPOR means being part of a mission-driven team committed to collaboration, growth, and innovation. ISPOR offers a culture of openness, belonging, and continuous learning, along with year-round flexible scheduling and remote work opportunities. ISPOR is committed to creating a diverse and inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.Powered by JazzHR

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FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Chief Financial Officer - ISPOR Continuserve

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