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Financial Representative / Advisor Trainee (Licensing Provided)

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Financial Representative / Advisor Trainee (Licensing Provided)

Bartanian & Associates

Financial Representative / Advisor Trainee (Licensing Provided)

Skills

ComplianceRegulatory Compliance

12 days ago

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Important information


Contract type:

Permanent, Freelance / Contract, Part time

Salary:

$40,000 – $120,000 / year

Location:

Burbank, CA, USA

Work mode:

Hybrid

Published on:

12 October 2026

What they need


Are you looking for a meaningful career with flexible hours, leadership mentorship, and uncapped income potential?

At Bartanian & Associates, backed by Primerica, Inc. (NYSE: PRI), we believe every family deserves straightforward, honest financial guidance. We are actively expanding our Burbank office and seeking driven, coachable individuals to join us as Financial Representatives.

Whether you are seeking a flexible part-time transition or looking to build a full-time financial practice, we provide the platform, hands-on mentorship, and licensing support you need to succeed. No prior finance background is required—we train you from the ground up.

Why Join Our Team?

  • State & Federal Licensing Support: We guide and sponsor qualified candidates through state life insurance licensing and FINRA securities registrations.
  • Complete Schedule Flexibility: Set your own calendar. Work around your current career, family commitments, or education.
  • Direct 1-on-1 Mentorship: Learn side-by-side with experienced agency leaders who assist you on client appointments while you master the business.
  • Uncapped Growth: Performance-based compensation, multiple bonus structures, passive residual income, and clear paths to agency leadership.
  • Purpose-Driven Work: Help real families eliminate debt, protect their futures, and achieve financial independence.

Key Responsibilities

  • Meet with everyday families and professionals (in person or via Zoom) to assess their financial goals.
  • Present customized financial solutions, including term life insurance, debt reduction plans, retirement strategies, and mutual funds.
  • Demystify personal finance by teaching clients simple, actionable money habits.
  • Build and nurture a personal client network through community outreach, referrals, and professional networking.
  • Participate in weekly team trainings, skill workshops, and leadership development sessions.
  • Maintain the highest standards of ethics, integrity, and regulatory compliance.

Qualifications & Requirements

  • Education: High school diploma or equivalent required (Associate’s or Bachelor’s degree in Business, Communications, or Finance is a plus).
  • Communication: Strong interpersonal skills—comfortable speaking with new people, active listening, and relationship building.
  • Mindset: Highly coachable, entrepreneurial, self-motivated, and committed to personal growth.
  • Background: Must be able to pass a standard background check as required for state and federal financial licensing.
  • Location: Must reside in the Greater Los Angeles Area and be able to commute to our Burbank office for key meetings and team collaboration.
  • Experience: Sales, customer service, education, or hospitality experience is beneficial, but passion and coachability matter most.

Pay: $40,000.00 - $120,000.00 per year

Benefits:

  • Flexible schedule

Work Location: Hybrid remote in Burbank, CA 91502

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