Entry Level Financial Advisor

As a Financial Advisor you will find this is an incredible opportunity for candidates with little or no experience who are looking to build a rewarding career in the financial services industry. You will receive comprehensive training and support to help you succeed in advising clients on their financial needs as you grow within the field.

To get started please submit a resume for review and we will reach out to you with the next steps.

We are seeking motivated and enthusiastic individuals for this position.

What you can expect:

• Daily training from senior leadership and development opportunities
• Uncapped earnings potential (Advisors are compensated for the clients that they acquire and must be comfortable with their income being driven by their results).
• Mentorship and career growth
• Ability to make an impact daily through your work
• In office work environment
• Management opportunities available

Responsibilities include

- Generating new client appointments with firm provided leads

- Host client meetings with assistance from firm leadership

- Build a book of business from day one with equity in your practice

- Design and implement comprehensive financial plans

- Host client review meetings

Job Requirements:

- Bachelor's Degree in Finance or industry-related field.

Seeking for upcoming 2026 May graduates, current 2025 Grads, and Alumni.

• Must be U.S citizen or permanent resident. No Visa Sponsorship Available.
• Must be able to work at office location 5 days per week. Located in Plum Borough, PA.
• Must currently hold or be able to obtain PA Life and Health license and Series 65 within 3 months of hire date