Junior Financial Advisor – Salary + Mentorship Program

Life Insurance & Series 65/ or 66 Licensed

(Not a remote position, apply only if you can work in the San Diego area)

Build a Career. Not Just a Job. Create Income. Make an Impact.

This Is Not a Typical Advisor Role

If you’re looking for a place to be developed into a top-tier financial advisor— mentorship, structure, and a proven system—keep reading.

We are offering a rare opportunity to work directly alongside a highly successful fiduciary advisory team in a one-year paid mentorship program designed to transform the right individual into a confident, independent, and highly compensated advisor.

Are you life licensed in the state of California and have your Series 65 /or 66 financial fiduciary designation who wants more?

We are seeking a motivated, growth-oriented Junior Financial Advisor to join our team through a one-year paid mentorship program designed to help the right person grow into an independent, confident, and highly skilled advisor.

This is an opportunity for someone who wants to be developed, not just hired.

You will work directly alongside an experienced fiduciary advisory team, receive hands-on coaching, and learn a proven, relationship-driven planning process that goes far beyond product sales. At the end of the mentorship period, the goal is for you to transition into working independently as a successful advisor within our firm.

Who This Is For

• Is California life licensed and wants more out of their career
• Is tired of being told to “figure it out” on their own
• Wants clear direction, mentorship, and a real system that works
• Is driven, coachable, and ready to grow
• Sees financial advising as a long-term career—not a temporary role

What Makes This Opportunity Different

Most firms hire you… then leave you to sink or swim.

Inside this one-year mentorship, you will receive:

• Direct 1-on-1 mentorship (not generic training modules)
• A step-by-step, proven comprehensive financial planning sales system
• Hands-on experience with real clients and real planning strategies
• Training in:
• Retirement income planning
• Life insurance & wealth strategies
• Tax-aware financial planning
• Relationship-based client acquisition
• A clear path to becoming an independent advisor within our firm

Learn From the Best

This program is led by Elisabeth M. Dawson , widely recognized as one of the top female financial advisors in the industry , with decades of experience and a reputation built on results, integrity, and leadership.

You won’t just learn theory—you’ll learn how business is actually built at a high level.

What You’ll Experience Over the Next Year

This isn’t passive training—this is immersion :

• Participate in real client meetings and planning conversations
• Learn how to confidently lead discovery and strategy sessions
• Build referral networks and professional partnerships
• Develop your own client base with guidance and structure
• Master a holistic, fiduciary planning process
• Grow personally, professionally, and financially

What You’ll Become

By the end of this program, the goal is for you to be:

• Capable of creating predictable income for yourself
• Skilled in building long-term client relationships
• Equipped with a repeatable system for success
• Positioned for significant income growth and career stability

What You’ll Do

• Fully engage in the structured mentorship program
• Support and participate in client planning meetings
• Learn and implement our comprehensive financial planning process
• Build relationships in the community and through referrals
• Collaborate with a high-performing advisory team
• Uphold the highest level of fiduciary responsibility

Who Thrives Here

• Coachable and growth-oriented
• Strong communicator and relationship builder
• Professional, confident, and motivated
• Team-oriented with a positive attitude
• Committed to doing what’s right for the client—always

Required Qualifications

• Life & Health Insurance License
• Series 65 or 66 License
• Clear path to higher earnings and independence
• 401(k)/PS/Defined Benefit Pension when eligible
• Life Insurance
• Paid Time Off
• Long-term career growth opportunity

Location

(Please apply only if you are able to work locally)

We are an equal opportunity employer and welcome individuals of all backgrounds who align with our values, professionalism, and commitment to excellence.

This is for the person who knows they’re capable of more…

but just hasn’t been given the right environment, mentorship, or system yet.

If that’s you, we’re ready to invest in your future.