Financial Representative Associate Finance Jobs

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Financial Representative - Associate

Mutual of Omaha Advisors Phoenix, AZ

Phoenix, AZ

Today

Up to $98k/yr Full time Advisor Client Relations Client Service

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Job Description

Mutual of Omaha Advisors is recruiting participants for its Accelerator Program in Phoenix, AZ to develop into a Financial Representative / independent Financial Advisor. The program combines structured learning, practical sales and marketing exposure, mentorship, and training focused on delivering holistic financial advice.

Location and Employment Details

Location: Phoenix, AZ (onsite)
Job type: Full-time
Work location: In person
Compensation: USD 98,000 per yearly (up to $98,000.00 per year)

Program Overview

The Accelerator Program is designed to help you build the knowledge and client-facing skills needed to provide tailored financial solutions. You will receive mentorship and training intended to support your transition from trainee learning to an independent career path as a Financial Advisor.

Key Responsibilities

Complete a comprehensive learning program to develop the ability to deliver holistic financial advice to clients.
Build hands-on sales and marketing experience, including learning how to grow your own business.
Develop prospecting and networking skills through community engagement, social media, and personal relationships.
Follow the supported process of creating tailored financial solutions, from proposal through policy, with guidance from top-tier mentors.
Learn how to educate, empower, and guide families toward lifelong financial confidence.

Required Qualifications

Self-motivation, resilience, and a people-first mindset.
A growth-oriented attitude that values inclusion, curiosity, and courageous communication.
Willingness to obtain the required Life & Health insurance licenses; licensing coach, study materials, and associated fees will be provided before the program starts.
Ability to pass a CRD/FINRA background check and complete securities licensing within 24 months.
Reliable transportation.

Compensation and Benefits

Hourly wage: $16/hour during the trainee period (only for 30 days)
Promotion path: Financial Representative role with an annual base plus unlimited monthly sales incentives
Bonus: $1,000 bonus after successful completion and promotion
401(k): 2% company contribution + 6% match
Time off: Vacation, personal time, and paid holidays
Ongoing mentorship, professional development, and a proven roadmap to success
Insurance and related benefits: Dental insurance, Health insurance, Life insurance, Vision insurance
Additional support: Professional development assistance
Flexible schedule
Referral program

Preferred Qualifications

Bachelor’s degree (or equivalent experience)
Prior exposure to the insurance, financial, or sales industries

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