Help individuals, families, and business owners make important financial decisions that impact their future.
Build meaningful relationships with clients.
Develop professional expertise in financial advising.
Participate in mentorship programs and leadership development opportunities.
Learn and utilize advanced financial planning technology and CRM tools.

No prior financial services experience is required.
Motivated, relationship-oriented, and eager to learn.
Comfortable building relationships through networking, referrals, and community engagement.
Comfortable asking for referrals and expanding your professional network to generate new business opportunities.
Comfortable with a performance-based compensation structure with uncapped earning potential.
Willing to obtain a Life & Health Insurance License within 30 days of joining SFC.

Financial Advisor Associate, Training & Licensing Provided

Key skills