What are the responsibilities and job description for the Sales Advisor position at Choules Financial?
Who We Are
At Choules Financial, we’ve built our business around one powerful belief: Life is too short for “what ifs.” We help our clients - and our team - replace financial uncertainty with confidence, possibility, and joy.
- "We encourage our clients and our team to live a life of YES"
Our culture is built on care, confidence, and community. We are known for empowering team members to grow, specialize, and achieve their dreams while making a meaningful impact. At Choules Financial, your work matters—to our clients, to your teammates, and to you.
Why Join Us?
We’re not just offering a job—we’re inviting you to build a career with purpose, impact, and growth. Here’s what sets us apart:
· Live Your “Yes”: A mission-driven environment where your ideas, work, and growth are valued.
· Grow Without Limits: We’ll provide the tools, training, and leadership support you need to thrive personally and professionally.
· Culture of Care: Join a close-knit team that truly cares—about you, your clients, and each other.
· Do Meaningful Work: Transform clients’ lives by giving them the confidence to say yes to their dreams.
· A Seat at the Table: Your voice will be heard, and your contributions will shape our future.
We’re redefining what it means to work in financial services: more fulfillment, more opportunity, and fewer “what ifs.”
About the Role: Financial Advisor
Are you ready to help clients say YES to a life of financial confidence and possibility? As a Financial Advisor at Choules Financial, you’ll:
- Build trust-based relationships with clients, helping them navigate retirement income, investments, tax planning, and insurance solutions.
- Develop and implement personalized financial strategies that transform clients’ lives.
- Conduct high-touch client meetings, proactively monitoring portfolios and ensuring client goals stay on track.
- Act as a guide and leader, helping clients move beyond fear and uncertainty to pursue their dreams with confidence.
- Support business growth by building relationships through referrals, events, and community outreach.
What Success Looks Like
- You empower clients to live a life of YES—no regrets, no fear.
- You become a trusted leader and resource for clients and the team.
- You grow your career and achieve personal and professional milestones within a firm that cares.
You’re a Great Fit If You
· Have a client-first mindset: You are passionate about helping people live their best lives.
· Are a communicator: You simplify complex financial concepts into clear, actionable advice.
· Love building relationships: You thrive on trust, connection, and partnership.
· Are motivated and proactive: You take ownership, solve problems, and never stop improving.
· Value team and culture: You believe in growing together, supporting each other, and celebrating success.
What You Bring
- Series 65, life Licensed, (CFP preferred).
- Minimum 2 - 4 years’ experience in financial advisory, client service, or a related role.
What Makes This Opportunity Unique?
At Choules Financial, we:
- What’s Possible: While others focus on limitations, we empower clients (and team members) to pursue possibility.
- Create Impact: Our work doesn’t just manage money—it changes lives.
- Invest in You: We believe that when our team grows, our clients grow, and the business grows.
- Stand Out Together: From the moment you join, you’re part of a team that values your input, trusts your abilities, and celebrates your achievements.
Ready to Help Clients Live a Life of “YES”?
If you’re a driven, compassionate professional ready to take your career to the next level, we want to hear from you.
Apply Now to join a team that’s as excited about your future as you are.
At Choules Financial, you’ll do work that matters—because you matter.