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
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