Financial Associate

The Role:

As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position.

You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio of clients over time.

This role can be structured part-time or full-time. There is no requirement to leave your current position. Many advisors begin on a flexible basis and scale as they grow.

Key Responsibilities:

• Conduct client discovery meetings (virtual)

• Present insurance and investment solutions tailored to client needs

• Assist clients with applications and onboarding

• Build and manage your own client portfolio

• Participate in ongoing training and development sessions

• Develop referral and client acquisition ...