Financial Advisor (Career Path Opportunity)

Financial Advisor (Career Path Opportunity)

Recruiting Partner: Lotus Women’s Institute


If you’re eager to build something of your own, motivated by growth, and interested in a career where effort directly impacts long-term success, this opportunity may be a strong fit.

This is an entry-level, long-term career path for individuals who want more than “just a job.” You will begin in a business development–focused role and, with structured training and mentorship, grow into a Financial Advisor managing your own book of clients.

Lotus Women’s Institute is recruiting for a respected wealth management firm that shares our commitment to expanding opportunity in financial services — particularly for women and underrepresented professionals — and to developing advisors through real mentorship, accountability, and support.


What You’ll Be Doing

* Learning how to prospect, network, and build client relationships through proactive outreach

* Meeting with individuals and families to understand their goals and introduce them to the firm’s services

* Partnering with experienced advisors and sitting in on client meetings to learn financial planning in practice

* Taking ownership of daily activity, pipeline management, and results with an entrepreneurial mindset


What It Takes

* A completed four-year college degree (required)

* 2–3 years of professional experience in any field (e.g., retail, education, hospitality, customer service, sales)

* Strong communication skills and confidence meeting new people, both in person and by phone

* Consistency, follow-through, and comfort with accountability

* A genuine interest in building a long-term career and personal client base


What’s Offered

* Structured training to build business development, communication, and advisory skills

* One-on-one mentorship and shadowing with experienced Financial Advisors

* A clear, step-by-step path from Business Development Associate to Financial Advisor

* First-year base salary of $60,000, followed by a competitive, production-based compensation model with uncapped earning potential


Competitive Benefits Plus Paid Training and Professional Development Assistance


Work Location: In person initially, transitioning to a hybrid schedule (Oak Brook area) 


If you’re ready to invest in yourself, build meaningful client relationships, and grow a career in a field that rewards long-term effort and integrity, we’d welcome the opportunity to connect. Email Anita Knotts anita@lotuswomensinstitute.com


Additional Info

Job Function : Finance, Sales, Marketing

Company/ Organization Name : Lotus Women's Institute

How to Apply : Email anita@lotuswomensinstitute.com

Business/ Organization Logo : symbol 2 (1).png

Powered By GrowthZone