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Entry Level Financial Growth Associate
Entry Level Financial Growth AssociatePhx Legacy Inc • Concord, CA, US
Entry Level Financial Growth Associate

Entry Level Financial Growth Associate

Phx Legacy Inc • Concord, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Benefits :

  • Life Insurance
  • 401(k)
  • Flexible schedule
  • Opportunity for advancement
  • Tuition assistance

About Us

Were a modern, growth-minded financial services and wealth management team helping people grow, protect, and pass down their income . Our mission is simple : empower individuals and families to build a secure financial future and have fun doing it.

We value collaboration, mentorship, and a people first approach. If youre passionate about learning, helping others, and starting a meaningful career in finance , this is your opportunity to get in on the ground floor of something special.

What Youll Do

As an Entry-Level Financial Growth Associate , youll work side-by-side with experienced financial professionals to :

  • Build lasting relationships and help clients create complete financial plans tailored to their goals.
  • Guide clients in key areas such as investments, insurance, retirement planning, and mortgage solutions .
  • Help families make smart, confident financial decisions that allow them to grow, protect, and pass down their wealth.
  • Collaborate with your team to provide exceptional client experiences.
  • Receive ongoing mentorship and financial training to help you develop into a licensed professional.

    • Well Help You Get Licensed

    Well sponsor and fully support your journey to earn your professional credentials, including :

  • Life & Health Insurance License
  • Investment Licenses (SIE, Series 6, and 63, 26, 65 depending on role)
  • Mortgage Loan Originator License

    • No prior finance experience required we provide the tools, training, and mentorship to help you succeed.

    What Were Looking For

  • A positive attitude and strong desire to help others
  • Great communication and relationship-building skills
  • A team-player mindset and eagerness to grow
  • Willingness to study, learn, and become licensed
  • Life insurance license preferred (not required)

    • If youre motivated, coachable, and passionate about building a career in financial planning, investments, or wealth management , youll fit right in.

    Why Join Us

  • Paid training and licensing support
  • Inclusive, growth-oriented culture
  • Clear career advancement path into financial advisor or leadership roles
  • Flexible scheduling and work-life balance
  • Meaningful work that changes lives

    • Ready to Build Your Future?

    If youre ambitious, people-oriented, and ready to start a career in finance that makes a difference , we want to meet you.

    Apply today and take your first step toward becoming a trusted financial professional .

    This is a remote position.

    [job_alerts.create_a_job]

    Entry Level Financial • Concord, CA, US

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