Wealth Management Associate - Entry Level at Lotus Womens Institute
Rosemont, IL 60018, USA -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 25

Salary

60000.0

Posted On

20 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Time Management

Industry

Financial Services

Description

At Lotus Women’s Institute, we’re proud to collaborate with a forward-thinking firm that’s transforming the future of wealth management. This unique program provides the tools, training, and support needed to launch a successful career as a financial advisor.
Whether you’re exploring a new career path, reentering the workforce, or building on existing experience, this is a valuable opportunity to gain hands-on exposure, grow your skills, and learn directly from seasoned professionals.
Ideal for individuals who are passionate about financial wellness, enjoy building meaningful relationships, and are motivated to make a lasting impact in the lives of others—while also building a business of their own.

Skills

  • No finance background required-if you’re a driven professional with a proven track record, strong time management, this role could be the perfect next step.
  • At least 3-5 years of professional experience (any industry). Real estate, retail, education, coaching, mortgage lending, or sales, this is your chance to use your experience to make a lasting impact.
  • A passion for equity and economic empowerment.
  • Strong communication and relationship-building skills.

Who You Are

  • A risk-taker who isn’t afraid of the unknown—you know that the biggest rewards lie just outside your comfort zone.
  • Self-motivated and accountable—you show up, follow through, and own your outcomes.
  • Coachability is your superpower—you listen, you apply, and you grow.
  • A lifelong learner who’s hungry for knowledge and committed to mastering your craft.
  • Confident and resilient—you believe in your ability to create value, even when the path isn’t easy.

What You’ll Do

  • Build trust and impact: Form deep relationships with clients and guide them toward financial security.
  • Grow your own business: Leverage your network and entrepreneurial mindset to build a client base you’re proud of.
  • Champion financial literacy—especially for communities that have been left out of the conversation.

What We Offer

  • Unlimited potential to build your business and grow your earnings.
  • A mission-aligned culture focused on community, not competition.
  • Mentorship and coaching from industry leaders.
  • Full training and licensing support—no finance background required.
  • A compensation structure that rewards effort, not tenure.

Benefits:

  • 401(k)
  • Health insurance
  • Life insurance
  • Paid training
  • Professional development assistance

Compensation Package:

  • Bonus opportunities
  • Commission pay

Work Location: In person
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year

Benefits:

  • Health insurance
  • Paid training
  • Professional development assistance

Work Location: In perso

How To Apply:

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Responsibilities
  • Build trust and impact: Form deep relationships with clients and guide them toward financial security.
  • Grow your own business: Leverage your network and entrepreneurial mindset to build a client base you’re proud of.
  • Champion financial literacy—especially for communities that have been left out of the conversation
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