Financial Advisor - Training Provided

Thoroughbred Advisors - National Life Group

Latham, NY

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JOB DETAILS
SKILLS
Business Plan, Communication Skills, Finance, Financial Planning, Financial Services, Financial Strategy, Insurance, Interpersonal Skills, Leadership, Licensing, Maintain Compliance, People Management, Regulatory Compliance, Retirement Planning, Sales Management, Training Program
LOCATION
Latham, NY
POSTED
1 day ago

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits include;

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States.

Compensation:

$75,000+ at plan commission

Responsibilities:
  • Work within a hybrid model, attending in-person meetings and training sessions as required.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Engage in structured coaching, mentorship, and training programs.
  • Maintain compliance with industry regulations and licensing requirements.
  • Develop client relationships and provide tailored financial strategies.
Qualifications:
  • Demonstrated leadership or a proven track record of success.
  • No prior experience in finance is required—comprehensive training is provided.
  • Highly motivated with a strong work ethic.
  • Must be authorized to work in the US.
  • Strong interpersonal and communication skills.
About Company

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

About the Company

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Thoroughbred Advisors - National Life Group