Financial Services Representative

The ALZ Group LLC
Charlotte, NC

Financial Services Representative | Entry-Level & Experienced | Flexible Schedule | Part-Time Transition Available

We are hiring Financial Services Representatives and Investment Advisor Trainees for part-time and full-time opportunities. This role is ideal for individuals pursuing careers in financial services , wealth management , insurance , or investment advising .

Whether you are seeking an entry-level Financial Advisor opportunity or bringing experience from sales, finance, or client-facing roles, this position offers paid training, mentorship, and financial support for obtaining required Life Insurance and Securities Licenses.

This is a career-oriented role focused on client education, relationship building, and long-term income growth.

Job Responsibilities

  • Conduct Financial Needs Assessments with clients
  • Provide insurance and investment guidance
  • Develop retirement and financial planning strategies
  • Build and maintain long-term client relationships
  • Maintain compliance with industry regulations
  • Grow book of business through networking and referrals

Qualifications

  • Strong communication and interpersonal skills
  • Self-motivated and goal-oriented
  • Interest in financial advising, sales, or wealth management
  • Willingness to obtain state insurance and securities licenses
  • Sales, finance, customer service, or business experience preferred

Compensation

This is a performance-based opportunity with income potential aligned to effort, licensing, and production. The compensation plan for Full-time advisors is designed to generate a six-figure annual income.

  • Part-time entry supported with a transition plan to full-time
  • Competitive career pay structure, including regular bonuses
  • Eligibility for company incentive programs and stock awards (based on qualifications)
  • Advancement opportunities into leadership and agency ownership roles
  • Flexible scheduling. Remote and hybrid options available depending on preference.
Posted 2026-02-24

Recommended Jobs

Barista - PT

Barnes & Noble Booksellers, Inc
Charlotte, NC

A Barnes & Noble bookstore is a gathering place for readers and the community. As a Barista, you are an integral member of the team at the heart of our Cafés. You welcome customers in a cheerful and h…

View Details
Posted 2026-03-30

Non-CDL Drivers/Movers

All My Sons Moving & Storage
Pineville, NC

**ONSITE JOB OFFERS!!!**    Hiring Drivers    We are the largest independently owned local residential moving and storage company. We pride ourselves on taking care of our customers and ou…

View Details
Posted 2026-01-07

Position Available: Nurse Salary Range: $500 +

CampPage
North Carolina

~limited nursing responsibilities ~your daughter can attend FREE for reduced compensation ~lots of fun! ~Website: http://www.americandancetrainingcamp.com/dance-jobs

View Details
Posted 2026-01-29

Physical Therapist - South Clinics - PRN

Duke University Health System
Durham, NC

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discov…

View Details
Posted 2026-04-05

Home Health Aide - HHA - Weekends

BAYADA Home Health Care
Claremont, NC

Job Description Job Description Work in your neighborhood and give back to your community. BAYADA Home Health Care has an immediate need for HHAs - Home Health Aides/In Home Caregivers- to care…

View Details
Posted 2026-03-16

Automotive Detailer

Window Cowboy LLC
Mooresville, NC

Job Title: Automotive Detailer (Paint Correction & Ceramic Coating Specialist) Company: Cowboy Coatings Location: Mooresville, NC Job Description: Cowboy Coatings is a high-end au…

View Details
Posted 2026-03-31

Print Production Specialist

SGS Consulting
North Carolina

Job Responsibilities: ~ The contingent worker will be responsible for printing manuals, pamphlets, booklets, and more relating to the washing machines, dishwashers, and other appliances produced in…

View Details
Posted 2026-01-22

Licensed Practical Nurse (LPN)

Interim HealthCare - Mooresville, NC
Mooresville, NC

Licensed Practical Nurses (LPN)- $1,200 SIGN ON BONUS!!! * Locations: Mooresville, Hiddenite, Claremont, Hamptonville, and Polkton, North Carolina * Shifts: Days, Evenings, Nights (Monday thr…

View Details
Posted 2025-09-25

HIRING IMMEDIATELY!! - FIELD SERVICE TECHNICIAN HEAVY EQUIPMENT

Reco Equipment Inc
Charlotte, NC

Job Description Job Description Description: Location: Charlotte, NC | Salary: $30 - $40 per hour (Based on Experience) Looking for stability? Join RECO! RECO Equipment, Inc. is a stabl…

View Details
Posted 2026-03-27