Talent.com
Financial Advisor with Mentorship

Financial Advisor with Mentorship

Pierce General AgencyTulsa, OK, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Benefits :

  • Medical Insurance
  • Life Insurance
  • Disability
  • Bonus
  • Pension
  • Training Grant up to $12,000
  • Robust Client Leads
  • Starting Draw with Variable Perks
  • 401(k)
  • Flexible schedule
  • Opportunity for advancement

Join the Award-Winning Pierce General Agency!

The Pierce General Agency proudly serves families across most of the state, offering trusted financial guidance to thousands of members statewide.

About Us : The Pierce General Agency embodies the principles of charity, unity, and fraternity. We provide financial protection for families across most of the states of Kansas and Oklahoma while fostering a sense of community among members from diverse backgrounds and stages of life.

Position Overview : As a new Financial Advisor, your role revolves around building strong, trusting relationships with clients and understanding their unique financial goals. You will offer personalized advice and develop tailored strategies to help clients achieve financial security and protect their future. The position offers a clear growth path within the firm, allowing you to expand your expertise and provide even more comprehensive financial services as you advance in your career.

What New Advisors Value Most :

  • Fast onboarding process, with new advisors typically ready to begin within 30 days.
  • Mentorship program that includes an average of 25-35 appointments with an experienced mentor to ensure early success.
  • Paid licensing and professional designations to support ongoing development.
  • Important work - making a lasting impact on your local community.
  • Access to a robust database of approximately 1,000 clients to jumpstart your customer base, eliminating the need to rely on cold prospecting.
  • Characteristics Valued Most in Candidates :

  • Systematic, and being able to follow a process toward success.
  • Coachable, willingness to learn and be challenged.
  • Self-driven and energetic.
  • Disciplined with a strong work ethic.
  • Open minded to a career change.
  • Benefits and Incentives :

  • Path to exceed $100,000 in first year earnings, with starting draw.
  • Up to $12,000 in training grant.
  • Significant variable perks including commissions, bonuses and incentive trips, offering unlimited earning potential based on performance.
  • Health insurance, dental insurance, vision insurance and disability insurance.
  • Retirement including Pension and 401(k).
  • Eligibility Criteria :

  • 2 or 4 year degree is preferred, but not required.
  • Willingness to quickly obtain (or reinstate) state insurance licenses and FINRA certifications.
  • Local Charities We Support :

    At the Pierce General Agency, we are deeply committed to serving our local community and supporting charitable organizations that align with our values. Some of the local charities we are passionate about supporting include :

  • Center of Family Love
  • Willow Pregnancy Help Centers
  • A Better Choice Pregnancy Centers Wichita
  • Charity lies at the heart of everything we do, supporting a wide array of initiatives that uplift the sick, disabled, and those in need. As a fraternal benefit society, we deliver financial security for members and their families, transforming premiums into meaningful charitable impact. Guided by our principles of Charity, Unity, Fraternity, and Patriotism, we uphold core values of Integrity, Professionalism, Excellence, and Respect, making our organization a fulfilling and mission-driven career home. Through donations, volunteer efforts, and event sponsorships, we strive to make a meaningful impact on these organizations and the communities they serve.

    Meet Our Local Leaders :

    Kevin Pierce - General Agent :

  • How long in seat? 18 Years.
  • Prior Experience? Started at 26 years old, working for a commercial insurance company and joined the organization in December of 2006.
  • Passionate About? Passionate about his wife and family first and foremost. Kevin has been married to his wife for 21 years and has four children. He enjoys playing golf, shooting, and traveling.
  • Vision for Growth : Passionately dedicated to transforming the lives of agents and advisors by fostering professional growth while expanding the agencys impact, ensuring more families across Kansas achieve financial security and peace of mind.
  • Trey - Assistant General Agent :

  • How long in seat? 15 Years.
  • Prior Experience? Worked in financial services at MetLife. Has been in the insurance and investments business since 2006.
  • Passionate About? Enjoys golf, pickleball, weightlifting, reading, and his faith. Trey values spending time with family and traveling.
  • Assistant General Agent (name not listed) :

  • How long in seat? 9 Years.
  • Prior Experience? Director of Operations for a communications company. Experience in B2B and customer facing roles. Managed and oversaw three retail locations while expanding the fiber optic network and business systems across a four-state area.
  • Passionate About? Actively involved in local church parish groups and events. Enjoys family vacations, exercising, and playing sports.
  • We welcome you to apply today and explore a career with us!

    Flexible work from home options available.

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Tulsa, OK, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor (Training + Licensing)

    Financial Advisor (Training + Licensing)

    Opes OneTulsa, OK, US
    serp_jobs.job_card.full_time
    Financial Advisor Job Description.At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDashCollinsville, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    GLC On-The-GoBroken Arrow, OK, US
    serp_jobs.job_card.full_time
    GLC On-The-Go is seeking a travel Physical Therapist for a travel job in Broken Arrow, Oklahoma.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subje...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Sign Up in Minutes

    Drive with DoorDash - Sign Up in Minutes

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    Wisepath GroupBroken Arrow, OK, US
    serp_jobs.job_card.full_time
    Entry-Level Financial Advisor – Remote / Hybrid.Wisepath Financial Group • DBA.Strategic Financial Concepts (SFC).Launch Your Career with Fortune-500-Level Support.Base draw plus commiss...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Central Bank

    Financial Advisor - Central Bank

    LPL FinancialTulsa, OK, US
    serp_jobs.job_card.full_time
    LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Prog...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDashBristow, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Wisepath GroupSapulpa, OK, US
    serp_jobs.job_card.full_time
    Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources.Strategic Financial Concepts (SFC).Big-Firm Muscle, Independent Mind-Set. Leverage Fortune 500 credibility, m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Oklahoma Central Credit Union

    Financial Advisor - Oklahoma Central Credit Union

    LPL FinancialTulsa, OK, US
    serp_jobs.job_card.full_time
    LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients.This employment opportunity at TruStage located at Oklahoma Central Credit Union in Tulsa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor - Oklahoma Market

    Financial Solutions Advisor - Oklahoma Market

    Bank of AmericaBroken Arrow, OK, US
    serp_jobs.job_card.full_time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, OK

    J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, OK

    ChaseTulsa, OK, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Financial Advisors

    Associate Financial Advisors

    ConfidentialTulsa, OK, United States
    serp_jobs.job_card.full_time
    Burk Holdings, LLC seeks an Associate Financial Advisor to support Sr.Advisors in trading, portfolio management & financial planning. Investment analysis, retirement planning, tax & estate planning....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, OK

    J.P. Morgan Wealth Management - Private Client Advisor - Tulsa, OK

    JPMorgan ChaseTulsa, OK, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    HeadwayTulsa, OK, US
    serp_jobs.job_card.full_time
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Dashers - Sign Up and Start Earning

    Dashers - Sign Up and Start Earning

    DoorDashHominy, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Be Your Own Boss

    Restaurant Delivery - Be Your Own Boss

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30