Become a Financial Advisor!
Starting as a new Financial Advisor can be challenging, which is why we invest in our Advisors success from day one. At Karstens Financial and Karstens Wealth, you’ll have access to:
- In-Depth Training: Learn everything from product knowledge to sales techniques.
- Mentorship: Work with experienced brokers who are ready to share their insights.
- Ongoing Support: Weekly coaching sessions to keep you moving toward your goals.
- Leads- With 1000’s clients there is never a lack of leads in our system
This isn’t just a job – it’s a career path where you can build a book of business, gain lifelong skills, and see results from your hard work.
Financial Advisor at Karstens Financial
Guide Clients in Insurance, Financial Planning & Wealth Management
Location: Start in Oak Brook, IL or Winter Park, Florida, transition to remote or stay in office!
Hours: Monday to Friday, 9 AM – 5 PM
About the Role:
Karstens Financial is seeking a driven Financial Advisor to join our team and help clients navigate their insurance and financial planning needs. You will play a pivotal role in building and maintaining relationships, guiding clients in securing comprehensive coverage, and making sound financial decisions for their futures.
Responsibilities:
- Consult with clients on their financial goals and insurance needs
- Provide tailored solutions for General Liability, Work Comp, Auto, Property, and more
- Manage and deepen relationships by following up with clients regularly
- Conduct comprehensive needs assessments to develop personalized financial plans
- Track client progress and adapt plans as their financial situations evolve
- Meet personal and team sales targets and document interactions accurately in CRM systems
- Collaborate with team members to optimize client solutions and support
Requirements:
- Series 65 (must obtain prior to starting)
- Proven experience in financial advisory, insurance sales, or customer service
- Strong interpersonal, listening, and CRM skills
- Ability to adapt, multitask, and prioritize in a dynamic environment
Why Join Us?
- Training: Receive in-depth training to build your knowledge in financial advising and insurance
- Competitive Salary: Earn between $40,000 and $150,000 in your first year, with a base salary plus performance-based bonuses and commissions
- Flexible Work Options: Work from home part-time (minimum three days in-office for new hires)
- Travel-Friendly: Flexibility to work remotely while traveling
- Career Growth: Build a secure, long-term career in finance and insurance
- Office Amenities: Enjoy a free gym, coffee, and access to a restaurant for team meetings and client dinners
Your Motivation Matters!
We’re looking for individuals who are not only qualified but also motivated to make a difference. In your application, tell us what drives you and how this role aligns with your career goals.