via Glassdoor
$50K - 50K a year
Build and grow a client base through prospecting, networking, and mentorship to become a Financial Advisor.
Bachelor's degree, 2-3 years work experience in any field, strong communication skills, and entrepreneurial spirit.
If you are eager to build something of your own, ready to work hard, and excited about a career with no cap on your growth, this role is for you. This is a high-energy, entry-level opportunity for people who want more than “just a job” and are ready to build a long-term career in financial services. You will start in a business development-focused role and, with training and mentorship, grow into a trusted Financial Advisor managing your own book of clients. At Lotus Women's Institute we partner with wealth management firms that align with our mission and values, so you can build your career in an environment that is genuinely supportive and inclusive. A culture that celebrates effort, resilience, and results. What you’ll be doing • Learning how to prospect, network, and grow your own client base through outreach, your network and referrals. • Building relationships with individuals and families to understand their goals and introduce them to our firm’s services. • Partnering with experienced advisors to sit in on client meetings and see real financial planning in action. • Taking ownership of your daily activity, pipeline, and results like a business owner. What it takes • A completed four-year college degree (required). • 2–3 years of work experience in any field: retail, teaching, hospitality, customer service, etc. • Entrepreneurial spirit and a genuine desire to build your own business over time. • Comfortable with hard work, consistency, and the “grind” required to grow a client base from the ground up. • Strong communication skills and confidence meeting new people, on the phone and in person. What we offer • Structured training program to give you the tools, language, and confidence to succeed in business development. • 1:1 mentorship and shadowing with experienced advisors who have already built successful practices. • A clear, step-by-step path from Business Development Associate to full Financial Advisor. Would you like to see your effort directly impacting your income and career? If you are ready to bet on yourself, build a career that feels like building your own business, and put in the work to get there, this role is for you. Job Type: Full-time Pay: From $50,000.00 per year Benefits: • 401(k) • Health insurance • Life insurance • Paid training • Professional development assistance Education: • Bachelor's (Preferred) Experience: • work: 2 years (Preferred) Work Location: In person
This job posting was last updated on 12/3/2025