Job Description
The Role:
As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position.
You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio of clients over time.
This role can be structured part-time or full-time. There is no requirement to leave your current position. Many advisors begin on a flexible basis and scale as they grow.
Key Responsibilities:
• Conduct client discovery meetings (virtual)
• Present insurance and investment solutions tailored to client needs
• Assist clients with applications and onboarding
• Build and manage your own client portfolio
• Participate in ongoing training and development sessions
• Develop referral and client acquisition ...
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