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Financial Advisor

  • Company: Get A Job.ai
  • Location: United States
  • Salary: Pay not listed

Website Get A Job.ai

Represented by Get A Job.ai

About This Opportunity

We are representing a well-established financial services organization seeking experienced Financial Advisors across the United States. This fully remote role is ideal for entrepreneurial professionals who want to build their own advisory practice while supported by a comprehensive infrastructure including back-office assistance, specialist teams, and extensive training resources.

Our client offers advisors the opportunity to develop long-term client relationships and build sustainable recurring revenue streams while maintaining the flexibility of remote work with optional office access.

Responsibilities

  • Build and maintain long-term client relationships through consultative financial planning
  • Conduct comprehensive financial needs analyses and recommend suitable solutions
  • Provide guidance across investments, life and risk insurance, group risk solutions, and related financial products
  • Develop and manage a sustainable, growing client portfolio
  • Generate new business through networking, referrals, and strategic prospecting activities
  • Ensure full compliance with regulatory requirements and maintain accurate client documentation
  • Participate in ongoing professional development and training initiatives
  • Leverage back-office support teams including underwriting assistance, investment specialists, and business enablement resources

What We're Looking For

Required Qualifications:

  • Active securities licenses appropriate for advising on investments and insurance products
  • Continuing education requirements current and up to date
  • Clean compliance and background record
  • Own laptop and dedicated home office setup

Essential Skills and Attributes:

  • Strong networking and relationship-building capabilities
  • Entrepreneurial mindset with self-discipline and ability to work independently
  • Excellent communication and presentation skills
  • Proven business development and sales ability
  • Professional, client-focused approach
  • Coachable and committed to continuous learning
  • Thrives in a performance-driven, self-managed environment

Career Growth Potential:

This role provides the foundation to build your own advisory practice with long-term recurring income streams, access to specialist support teams, and opportunities for recognition through quarterly programs, incentive events, and domestic and international trips for high performers.

How We Work with You

Candidates interested in this confidential opportunity must apply directly through Get A Job.ai. Our recruiting team will conduct an initial screening to assess fit and qualifications. Qualified candidates will then be formally submitted to our client for consideration. Please do not attempt to contact the employer directly, as all communication must flow through our talent team to ensure a professional process.

Pay

Compensation for this role is commission-based with performance incentives. Our client provides a starter allowance during the initial onboarding and training period to support new advisors as they build their practice. Specific compensation details will be discussed during the interview process.

Equal Opportunity: Get A Job.ai is committed to inclusive recruiting practices and works with clients who value diverse perspectives and backgrounds.

Apply with Get A Job.ai

A recruiter will review your profile and submit you to the client. Do not contact the client directly.

More options

Apply with Get A Job.ai

Apply through Get A Job.ai. A recruiter will review your profile and submit you. Do not contact the client directly.

Apply through Get A Job.ai. A recruiter will review your profile and submit you.

Local insights for this role are preparing — this section updates automatically in a few seconds (or refresh).

Listing facts

  • Role Financial Advisor
  • Employer Get A Job.ai
  • Location United States
  • Type Full Time
  • Pay (from listing) Pay not listed
  • Posted September 20, 2026
  • Apply by October 21, 2026
  • Country United States
  • Overview Full job description on this page (417 words)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

Typical work in Financial Advisor

Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.

  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Source: O*NET

Limited public data for this employer

We only show facts we can ground in public sources (Wikidata, O*NET, news/discussion links, or this listing). We do not invent Glassdoor-style ratings, salaries, or testimonials when data is thin. Use the listing facts, occupation context, and related openings below while we continue researching.

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Occupation family: Financial Advisor

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Financial Advisor Get A Job.ai · United States