What are the responsibilities and job description for the Junior Financial Advisor – Salary + Mentorship Program position at Copia Wealth Management & Insurance Services?
Junior Advisor - Two-Year Paid Mentorship Program
Life Insurance & Series 65 Licensed Preferred
In Person | San Diego, CA (Please only apply if you can work in the San Diego area)
Are you a licensed or nearly licensed financial professional who wants more than just a sales role?
We are seeking a motivated, growth-oriented Junior Financial Advisor to join our team through a two-year paid mentorship program designed to help the right person grow into an independent, confident, and highly skilled advisor.
This is an opportunity for someone who wants to be developed, not just hired.
You will work directly alongside an experienced fiduciary advisory team, receive hands-on coaching, and learn a proven, relationship-driven planning process that goes far beyond product sales. At the end of the mentorship period, the goal is for you to transition into working independently as a successful advisor within our firm.
About the Opportunity
This role is ideal for someone who is serious about building a long-term career in financial services and wants structured guidance along the way. During this two-year salaried mentorship program, you will receive direct training, professional development, and real-world experience in holistic financial planning, retirement income strategies, life insurance planning, and client relationship building. Rather than being left to figure things out on your own, you will be supported by a collaborative team and mentored through a clear development path designed to help you grow personally, professionally, and financially.
This position is designed for an advisor who wants:
- Structured mentorship instead of being left to “figure it out”
- A clear pathway to increased income and professional growth
- Hands-on guidance in holistic, fiduciary financial planning
- Collaboration within a respectful, high-performing team
- Long-term career development—not short-term transactions
You will receive direct, one-on-one mentorship, not generic training!
What Makes This Role Different
- Two-year paid mentorship program with a clear path toward becoming an independent advisor
- Direct coaching and guidance from an experienced fiduciary leadership team
- Hands-on exposure to real client planning, case design, and implementation
- Training in a comprehensive, holistic planning approach
- A collaborative, team-oriented environment
- A long-term career opportunity with growth potential beyond the mentorship phase
About Our Firm
We are a fiduciary financial planning firm committed to putting our clients’ best interests first. Our approach is comprehensive, relationship-driven, and focused on helping clients make thoughtful financial decisions across all areas of their lives.
This mentorship program is led by the #1 female financial advisor in our market, a highly respected professional with a strong reputation in the community, decades of experience, and a proven record of helping both clients and advisors succeed. While our culture is deeply informed by leadership, mentorship, and professional development that resonates strongly with women, this opportunity is open to all qualified candidates who align with our values, standards, and team-based approach.
Our planning philosophy integrates retirement income planning, life insurance, risk management, and long-term wealth strategies into a repeatable, ethical, and client-centered process. We are passionate about mentorship, education, and building a team of professionals who care deeply about making a meaningful impact.
What You'll Do
- Participate fully in the firm’s two-year mentorship and training program
- Learn and apply our holistic fiduciary financial planning process
- Support and participate in client discovery, education, and planning meetings
- Help build and strengthen client and referral relationships
- Network in the community and develop professional partnerships
- Collaborate with team members on case strategy and planning recommendations
- Uphold high standards of professionalism, ethics, and fiduciary care at all times
What We're Looking For
This role may be a great fit for someone who:
- Holds an active Life & Health Insurance license and/or Series 65
- Is highly coachable and eager to learn
- Wants a long-term career path, not just a short-term position
- Enjoys building relationships and connecting with people
- Is confident, professional, and comfortable networking
- Works well in a team environment
- Values integrity, professionalism, and doing what is right for the client
- Wants to grow into an independent advisory role over time
Compensation & Benefits
- Salaried position during the two-year mentorship program
- Clear path for advancement following the mentorship phase
- Performance-based growth opportunities
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time off
- Retirement plan
Preferred Qualifications
- Life & Health Insurance License
- Series 65 License
Work Location
In person | San Diego, CA
Equal Opportunity Employer
We are an equal opportunity employer and welcome applicants of all backgrounds who meet the qualifications for this role. Employment decisions are based on merit, experience, and alignment with our values, standards, and team culture.