What are the responsibilities and job description for the Financial Advisor(Entry-Level, Remote) position at Impact Financial?
About Us:
We are seeking motivated, forward-thinking individuals who are ready to develop new skills and pursue a rewarding career in the financial services industry. This is an entry-level role designed for people who are teachable, self-driven, and interested in helping individuals and families improve their long-term financial well-being.
In this position, you will leverage established processes, technology, and one-on-one mentorship to guide clients through their financial options and help them make informed decisions. Success in this role comes from building trust-based relationships, providing consistent support, and expanding your network through referrals and community connections.
Previous experience in finance is not required. We provide structured training, licensing education, and ongoing coaching to ensure you’re supported every step of the way. This opportunity is fully remote and available on a part-time or full-time basis.
Our firm is growing rapidly and offers a defined advancement track. Individuals who demonstrate strong performance may have the opportunity to develop and manage their own team and operate with increased independence within the organization.
Costs associated with licensing exams, study programs, and business resources are covered, subsidized, or reimbursed upon completion of licensing requirements.
Compensation is performance-based in the form of up-front commissions, ongoing residual income, and eligibility for bonuses. Income potential is directly tied to effort, consistency, and the ability to apply training.
Duties
- Meet with clients to assess financial goals, needs, and priorities
- Analyze financial information and help develop customized strategies
- Prepare and present financial solutions, including consistent follow-up
- Build strong relationships with clients, teammates, and referral partners
- Participate in training, coaching, and professional development sessions
Qualifications
- Must be 18 years of age or older
- Must reside in and be authorized to work in the United States
- Willingness to obtain required state licenses within 60 days
- Strong work ethic with a desire for personal and professional growth
- Excellent communication and people skills
- Ability to pass a background check (no felony convictions)
Job Types: Full-time, Part-time (Contract)
Benefits:
- Financial planning services
- Flexible schedule
- Professional development assistance
Work Location: Remote/Hybrid
Job Types: Part-time, Full Time (Contract 1099)
Job Types: Part-time, Contract
Pay: $50,000.00 - $100,000.00 per year
Work Location: Hybrid remote in Pleasant Grove, UT 84062
Salary : $50,000 - $100,000