Financial Services Representative at Leonard McReynolds - The ALZ Advisors – Charlotte, North Carolina

Financial Services Representative

Location: Charlotte, NC, 28277
Salary: $65000.0 - $90000.0/year
Experience: 0 Year(s)

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.