Entry-Level Financial Representative

Job Description

Job Description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits Include:

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

$70,000 - $100,000 yearly

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a collaborative team player willing to further development through continued training opportunities

• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Participate in structured coaching and mentorship programs.
• Attend In-person and Virtual training to enhance financial expertise.
• Utilize Marketing tools and resources to grow the client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Maintaining compliance with industry regulations and licensing requirements.

• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

• Self-motivated, coachable, and driven to succeed.
• Strong interpersonal and communication skills.
• Competitive mindset with a history of leadership or achievement.
• No prior experience in finance is required—comprehensive training is provided.
• Must be authorized to work in the US.

Riverfront Insurance and Financial Group is based in downtown Port Huron, proudly serving individuals, families, and businesses across Michigan. Built on trust, experience, and a genuine commitment to helping others, our team focuses on protecting what matters most while helping clients plan confidently for the future. We believe in taking the time to understand each person's unique goals and providing guidance that is clear, honest, and personalized. We're committed to being there when our clients need us most while also fostering a team-oriented environment where hard work is balanced with connection, collaboration, and celebrating wins.