Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Financial Advisor role involves building long-term financial security for clients through personalized planning, investment strategies, and insurance solutions, contributing to the firm's high performance.
Responsibilities and impact
The advisor will autonomously build and manage a book of business, develop client relationships, and utilize proprietary financial planning tools to deliver tailored financial advice.
Compensation and benefits
The position offers 7–8 figure income potential, comprehensive benefits including fully funded 401(k) and pension, flexible schedule, and world-class training.
Experience and skills
Ideal candidates have an entrepreneurial mindset, strong communication and sales skills, and preferably prior experience in financial services or business development.
Career development
The role provides opportunities for long-term career growth in an entrepreneurial environment with mentorship from seasoned industry leaders.
Work environment and culture
The company culture is collaborative, with elite leadership and a top-tier office environment that supports autonomy and entrepreneurial spirit.
Team overview
The candidate will join a top-performing, nationally recognized office with a collaborative team culture and elite leadership.
Application process
Applicants can apply directly or email the recruiter for more information.
Unique job features
The job offers autonomy in managing client relationships, access to proprietary tools, and a rare opportunity to build a high-earning practice within a top-tier office.
Company overview
Pursuit is a nonprofit organization dedicated to transforming the lives of low-income individuals by providing intensive software engineering training and career support. They generate revenue through partnerships with tech companies, government grants, and philanthropic donations. Founded in 2011, Pursuit has a strong track record of helping graduates secure high-paying jobs in the tech industry, significantly improving their economic mobility. The organization is known for its rigorous curriculum, supportive community, and commitment to diversity and inclusion in the tech workforce.
How to land this job
Tailor your resume to emphasize your entrepreneurial mindset, strong communication skills, and ability to build and manage client relationships autonomously, as these are key for the Financial Advisor role at Pursuit.
Highlight any experience in financial services, sales, or business development, along with your consultative sales approach and passion for helping clients achieve long-term financial security.
Apply through multiple channels including Pursuit’s corporate career site, LinkedIn, and other job boards where the position is listed to maximize your visibility and chances of being noticed.
Connect with current Financial Advisors or team members at Pursuit on LinkedIn, using ice breakers like commenting on their recent achievements, asking about their experience with the firm’s proprietary tools, or expressing genuine interest in their entrepreneurial journey within Pursuit.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'investment strategies,' 'client relationship management,' 'entrepreneurial,' and 'consultative sales' to ensure it passes screening filters.
Use Jennie Johnson’s Power Apply feature to automate applying through multiple platforms, tailor your resume with relevant keywords, and identify LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and building relationships.
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