Financial Services Associate | Leadership & Client Development
Build Financial Skills. Develop Leadership. Make an Impact.
High-Ground Financial LLC is looking for motivated, coachable professionals throughout California who want to develop practical skills in financial services, client communication, business development, and leadership.
Previous financial services experience is not required.
We are looking for people who are willing to learn, take initiative, communicate professionally, and develop the skills necessary to eventually serve clients and lead others.
Our approach is education-first.
Rather than training people to simply sell products, we teach our associates how to understand a client's financial situation, identify priorities, explain available strategies, and help individuals and families make more informed financial decisions.
What You'll Learn
Associates receive training and mentorship in areas including:
- Financial services fundamentals
- Life and health protection strategies
- Retirement planning concepts
- Financial needs analysis
- Client discovery and communication
- Relationship-based sales
- Professional presentations
- Prospecting and business development
- Follow-up and client relationship management
- Leadership and team development
New associates can begin participating in field training and appointments while completing licensing, allowing them to see how the business works in real client situations rather than waiting until every piece of training is complete.
What You'll Do
Depending on your stage of training and licensing, responsibilities may include:
- Participating in structured professional training
- Completing required licensing education
- Observing and participating in field-training appointments
- Learning how to identify client financial priorities
- Conducting professional outreach and networking
- Following up with prospective and existing clients
- Supporting financial education conversations
- Developing presentation and communication skills
- Building professional relationships
- Learning how to independently conduct client appointments
- Participating in leadership and team-development opportunities
All regulated financial services activities must be conducted by individuals holding the appropriate licenses.
Who We're Looking For
Strong candidates typically demonstrate:
- Coachability
- Professionalism
- Initiative
- Strong communication
- Personal accountability
- Consistency
- Curiosity
- Leadership potential
- Willingness to learn
- Comfort working independently in a remote environment
We welcome applicants from many backgrounds, including:
- College students
- Recent graduates
- Veterans and military-affiliated professionals
- Sales professionals
- Customer service professionals
- Athletes and former athletes
- Real estate and mortgage professionals
- Recruiters
- Entrepreneurs
- Career changers
Your previous title matters considerably less to us than what you're willing to learn and how consistently you're willing to apply it.
Licensing & Professional Development
Certain activities within financial services require state licensing.
Candidates who are not currently licensed may begin training and licensing education as part of their development.
Our team provides guidance, training resources, mentorship, and field experience designed to help new associates understand both the fundamentals of the industry and how those concepts apply when working with clients.
California licensing requirements and all applicable regulatory standards must be satisfied before an associate independently performs regulated activities.
Compensation
This is a performance-based opportunity and is not a salaried W-2 position.
Compensation include commissions associated with properly licensed financial services activity.
There are no guaranteed earnings.
Individual results vary based on licensing, activity, skill development, client acquisition, production, consistency, and individual performance.
Why High-Ground Financial?
Our belief is simple:
Most people do not need another financial product. They need a better strategy.
High-Ground Financial is building an organization centered around financial education, client service, professional development, and leadership.
We want people who are interested not only in learning how to produce, but eventually becoming capable of helping develop others.
The progression is simple:
Learn. Serve. Produce. Lead. Develop Others.
If you're looking for an opportunity to build practical financial knowledge, strengthen your communication and business skills, and take increasing ownership of your professional development, we'd like to meet you.
High-Ground Financial LLC is an equal opportunity organization. Participation is subject to applicable licensing, background, regulatory, eligibility, and jurisdictional requirements.