Job Description
Overview
At Lotus Women’s Institute, we’re proud to collaborate with a forward-thinking firm that’s transforming the future of wealth management. This unique program provides the tools, training, and support needed to launch a successful career as a financial advisor.
Whether you're exploring a new career path, reentering the workforce, or building on existing experience, this is a valuable opportunity to gain hands-on exposure, grow your skills, and learn directly from seasoned professionals.
Ideal for individuals who are passionate about financial wellness, enjoy building meaningful relationships, and are motivated to make a lasting impact in the lives of others—while also building a business of their own.
Why This Role Is Different
- No finance background required-if you’re a driven professional with a proven track record, strong time management, this role could be the perfect next step.
- Comprehensive training, coaching, and development from industry experts.
- Ongoing mentorship from Senior Advisors within the firm.
- Unlimited potential to build your business and grow your earnings
- Whether you’ve worked in real estate, education, coaching, mortgage lending, or sales, this is your chance to use your experience to make a lasting impact.
Who You Are
- A risk-taker who isn’t afraid of the unknown—you know that the biggest rewards lie just outside your comfort zone.
- Self-motivated and accountable—you show up, follow through, and own your outcomes.
- Coachability is your superpower—you listen, you apply, and you grow.
- A lifelong learner who’s hungry for knowledge and committed to mastering your craft.
- Confident and resilient—you believe in your ability to create value, even when the path isn’t easy.
What You’ll Do
- Build trust and impact: Form deep relationships with clients and guide them toward financial security.
- Create personalized financial plans that help individuals and families invest, protect, and grow their wealth.
- Grow your own business: Leverage your network and entrepreneurial mindset to build a client base you’re proud of.
- Champion financial literacy—especially for communities that have been left out of the conversation.
- Continue evolving: Stay on top of market trends, financial products, and best practices to serve your clients at the highest level.
What You Bring
- At least 3-5 years of professional experience (any industry).
- A passion for equity and economic empowerment.
- Strong communication and relationship-building skills.
What We Offer
- A mission-aligned culture focused on community, not competition.
- Mentorship and coaching from industry leaders.
- Full training and licensing support—no finance background required.
- A compensation structure that rewards effort, not tenure.
Why Now?
Because the future of finance should reflect the people it serves. And that future needs more bold, values-driven leaders—like you.
Job Type: Full-time
Pay: $60,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid training
- Professional development assistance
Compensation Package:
- Bonus opportunities
- Commission pay
Work Location: In person