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

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