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Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Remote, United States remote Entry Salary not listed
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About the role

Financial Advisor Associate
Training, Mentorship & Licensing Support Provided
Remote / Hybrid Opportunities Available
Launch a Business. Build a Career. Create a Legacy.
Most people spend their careers building someone else's dream.
At One Legacy Financial Group, we believe ambitious professionals deserve the opportunity to build something of their own while making a meaningful impact in the lives of others.
Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
No prior financial services experience is required.
Why People Choose One Legacy
Many professionals join One Legacy because they are looking for:
✅ Unlimited income potential
✅ Professional mentorship from experienced advisors
✅ A true business-building opportunity
✅ Structured training and licensing support
✅ Leadership development opportunities
✅ Recognition and bonus programs
✅ Long-term career growth
✅ A career where effort directly impacts success
Why This Career Is Different
This is not a call-center role.
This is not a transactional sales position.
This is an opportunity to become a trusted professional who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, create value for clients, develop leadership skills, and establish a professional career with long-term growth potential.
What You'll Learn
Financial Planning & Client Development
Financial Planning Fundamentals

Client Relationship Management

Financial Discovery Conversations

Protection & Retirement Planning Concepts

Business Development
Networking & Referral Generation

Prospecting Systems

Community Relationship Building

Professional Relationship Development

Professional Growth
Leadership Development

Team Building Skills

Professional Communication

Business Management Fundamentals

What You'll Gain
Training & Mentorship
Structured Training Program

Hands-On Coaching

Experienced Advisor Mentorship

Ongoing Professional Development

Technology & Resources
Marketing Resources

Business Development Support

CRM & Client Management Tools

Industry-Leading Resources

Compensation & Growth
Unlimited Earning Potential
Your success is directly tied to your effort, development, and ability to build meaningful client relationships.
Additional Opportunities
Performance-Based Compensation

Bonus Opportunities

Recognition Programs

Leadership Advancement Opportunities

Long-Term Career Growth

Who Thrives Here
Many of our most successful advisors come from backgrounds such as:
Sales

Customer Service

Hospitality

Athletics

Military Service

Education

Entrepreneurship

Banking

Insurance

Successful candidates are typically:
Coachable

Competitive

Goal-Oriented

Relationship-Focused

Self-Motivated

Entrepreneurial

Community-Minded

Passionate About Helping Others

Benefits & Support
Health & Financial Benefits
Health Insurance

Life Insurance

Disability Insurance

401(k)

Professional Support
Paid Office Expense Support

Marketing Support

Training Programs

Mentorship Opportunities

Recognition & Rewards
Recognition Programs

Bonus Opportunities

Incentive Opportunities

Leadership Development Programs

Career Path
At One Legacy Financial Group, we believe in creating opportunities for long-term growth and leadership.
Financial Advisor Associate

Financial Advisor

Senior Financial Advisor

Managing Partner

Regional Leadership
About One Legacy Financial Group
One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.
Ready to Build Your Legacy?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with One Legacy Financial Group.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
Originally posted on Himalayas

Interview prep

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Role
Technology & IT Business Development CRM Customer Service Remote Collaboration Sales remote

Likely questions

  1. Tell us about work you have done that is close to the Financial Advisor Associate (TRAINING & LICENSING PROVIDED) role.
  2. How would you approach your first 30 days at name?
  3. Which of Business Development, CRM and Customer Service have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Business Development, CRM and Customer Service.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Financial Advisor Associate (TRAINING & LICENSING PROVIDED) role because I can bring practical experience in Business Development, CRM and Customer Service, learn the team quickly, and contribute to the outcomes name needs from this hire.

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