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Financial Advisor

Elite Wealth Advisors
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Position Overview:  As a Financial Advisor, you’ll play a key role in helping clients achieve financial clarity and peace of mind. You don’t need prior finance experience—just an entrepreneurial spirit, a strong work ethic, and excellent people skills. We’ll provide extensive training, resources, and mentorship to support your growth and success in the financial planning industry. This role is ideal for recent graduates who are eager to apply their academic knowledge in a professional setting and to get started in the financial planning industry. 

Key Responsibilities: 

  • Identify and schedule meetings with potential clients.
  • Assess clients' financial needs and develop customized plans to achieve their goals.
  • Build and maintain lasting client relationships by offering ongoing support and tracking progress over time.
  • Educate clients about financial strategies, investment opportunities, and other services tailored to their unique needs.

Qualifications: 

  • Associate’s or Bachelor’s degree in business, finance, or a related field.
  • Must be eligible to obtain necessary financial licenses.
  • Strong interpersonal, communication, and organizational skills.
  • Must be a U.S. Citizen or Permanent Resident.
  • Willingness to work in-office.

What We Offer: 

  • Comprehensive Training: Learn everything from financial planning and portfolio analysis to consultative sales, marketing, and regulatory compliance.
  • One-on-One Mentorship: Receive guidance from industry leaders to sharpen your skills and confidence.
  • Career Growth Opportunities: Access leadership development programs and the opportunity to advance your position within the company. 
  • Uncapped Earning Potential: First-year advisors typically earn around $70,000+, with top performers exceeding $100,000. With compensation being performance-based, advisors must be comfortable with their compensation coming from their results.

Why Choose EWA?

At EWA, we’ve reimagined financial advising. By focusing on our clients' personal and professional lives, we create customized solutions to help them achieve their dreams. Our unique culture blends a fun, fast-paced environment with a laid-back mentality, giving you the best of both worlds. We empower you to grow your own financial success by helping others achieve theirs.