Job Description
Join our award-winning financial advisory team in Lincoln, NE with industry-leading paid training! We're seeking ambitious individuals to build rewarding careers helping clients achieve financial freedom. Our comprehensive 12-week program covers investment strategies, retirement planning, compliance, and client relationship management—all while earning a competitive salary.
As part of our Lincoln office, you'll receive personalized mentorship from industry veterans, cutting-edge technology resources, and a clear path to becoming a CERTIFIED FINANCIAL PLANNER™. No prior financial experience required—we invest in raw talent with drive and integrity.
Enjoy hybrid work flexibility, health benefits, and uncapped commission potential. Your journey to financial advisory excellence starts here.
Responsibilities
- Develop personalized financial plans for individuals and families
- Build and maintain client relationships through trust-based consultations
- Analyze market trends and recommend investment strategies
- Conduct educational workshops on financial literacy
- Collaborate with team on complex portfolio management
- Meet monthly sales and client acquisition targets
- Stay current on SEC/FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree (finance/business preferred but not required)
- Exceptional communication and interpersonal skills
- Self-motivated with entrepreneurial mindset
- Strong analytical problem-solving abilities
- Valid Series 65/66 or willingness to obtain during training
- Nebraska residency or willingness to relocate
- Passion for helping others achieve financial goals
- Basic proficiency in Microsoft Office and CRM systems