Job Description
Job Description
We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.
In your role as a Financial Representative, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Responsibilities:
- Attend virtual and in-person training to enhance financial expertise.
- Collaborate with coaches and other team members on client cases.
- Develop client relationships and provide tailored financial strategies.
- Offer solutions in insurance, asset accumulation, and retirement planning.
- Utilize marketing tools and resources to grow your client base.
- Ensure compliance with financial industry standards and licensing requirements.
Qualifications:
- Driven
- Coachable
- Competitive
- Resilient
- Strong Work Ethic
- Track Record of Leadership and Success
- People Orientated
Background in Finance or Financial Services is NOT REQUIRED.
We are committed to your success and will provide all of the following to help you develop:
- One-on-one strategic coaching
- Mentorship, peer group learning environment
- Virtual and in-person training
- Remote access to top resources and experts in the industry
- Marketing systems and capital
- Leadership advancement track
- Sponsorship for licenses and ongoing professional training
Additional Benefits:
- Flexible schedule
- Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
- Bonuses & Commissions
- Company-Sponsored Destination Trips Worldwide
- We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Company DescriptionAt Rise North Capital, we believe financial planning is about more than spreadsheets and investment returns—it's about transformation. We're not just advisors; we're coaches, guides, and advocates who help people change their relationship with money and build a future rooted in clarity and confidence.
Our mission is simple: to meet you where you are, understand what matters most to you, and help you rise. That means creating space for honest conversations, designing personalized strategies, and walking alongside you through life’s transitions. Whether you're just starting out, navigating a major life or career change, or preparing for retirement, we help you take control and move forward with purpose.
What sets us apart is our coaching-first approach. We don’t believe in one-size-fits-all advice. Instead, we tailor every financial plan to the individual, the family, or the organization in front of us. And we’re proud to offer specialized services for a diverse range of clients—including federal and state employees, public school staff, business owners, HR leaders seeking financial wellness for their teams, and employees in transition.
We’re redefining what it means to work with a financial firm. No confusing jargon. No pressure. Just real guidance, rooted in understanding, and built around your life.
This is financial planning the way it should be: human, clear, and transformational.
Company Description
At Rise North Capital, we believe financial planning is about more than spreadsheets and investment returns—it's about transformation. We're not just advisors; we're coaches, guides, and advocates who help people change their relationship with money and build a future rooted in clarity and confidence.\r\n\r\nOur mission is simple: to meet you where you are, understand what matters most to you, and help you rise. That means creating space for honest conversations, designing personalized strategies, and walking alongside you through life’s transitions. Whether you're just starting out, navigating a major life or career change, or preparing for retirement, we help you take control and move forward with purpose.\r\n\r\nWhat sets us apart is our coaching-first approach. We don’t believe in one-size-fits-all advice. Instead, we tailor every financial plan to the individual, the family, or the organization in front of us. And we’re proud to offer specialized services for a diverse range of clients—including federal and state employees, public school staff, business owners, HR leaders seeking financial wellness for their teams, and employees in transition.\r\n\r\nWe’re redefining what it means to work with a financial firm. No confusing jargon. No pressure. Just real guidance, rooted in understanding, and built around your life.\r\n\r\nThis is financial planning the way it should be: human, clear, and transformational.