Entry-Level Financial Advisor

Job overview

The Entry-Level Financial Advisor role is hybrid, with in-person meetings and training in Irvine, CA, and remote work options described in the posting. The posting states potential annual compensation of $60,000–$250,000, with performance-based bonuses. National Life Group’s stated mission is to do good in communities and for the families it serves. The role develops client relationships and provides tailored financial strategies to individuals and businesses. It builds a client base using marketing resources, participates in training, and maintains compliance with industry regulations and licensing requirements.

What you'll do

• Develop client relationships and tailored financial strategies
• use marketing tools and resources to grow a client base
• attend virtual and in-person training
• work in a hybrid model with in-person meetings and training as required
• maintain compliance with industry regulations and licensing requirements.

What we're looking for

Skills & competencies

financial advisor

entry-level

financial services

client relationships

financial strategies

training and mentorship

hybrid work

irvine ca

national life group

new career

health benefits

401(k)

$60k–$250k potential annual

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, vision, 401(k), pension, and life insurance
• training stipend
• performance-based bonuses
• company-sponsored travel and professional development
• sponsorship for required licenses and continuing education.

Why this role

No prior financial experience is required; comprehensive training and mentorship are provided. The posting offers sponsorship for required licenses and continuing education.

About the employer

National Life Group - Northern California Agency is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.