Financial Advisor

Direct Hire Home Base Recruiting

Job Description

Our client, a reputable Financial Services organization located in both Saratoga and Latham are actively hiring entry-level and experienced Financial Advisors. Candidates with insurance licenses or previous business owners would be an ideal fit.

We’re seeking connected, motivated, ethical and entrepreneurial individuals of all experience levels (including no prior experience and career-changers), to start or expand their financial services practice with us. Through it all, we’re right alongside you as you set the stage for your success.

About the Career

In this role, you’ll help clients reach their financial goals while you enjoy the freedom, flexibility and growth opportunity of running your own business.

Responsibilities Include:

  • Developing a market through personal or professional affinities, networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analysis
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Professional Development + Opportunity

Starting a successful practice shouldn’t be a build-it-from-scratch initiative. Our Practice Blueprint provides integrated, supportive navigation through the skill sets and resources necessary to best serve your clients.

  • Holistic training program for all levels
  • 1:1 practice-development coaching
  • Branding and marketing support
  • Case-design consultation
  • Unlimited income potential
  • Leadership recognition

About the Culture

Our mission, vision and guiding principles say it all. Click here to learn more about who we are and what we stand for.

About the Right Candidate

Regardless of past experience, our ideal candidate possesses four key traits:

Cultural Fit

We are creative, inclusive and collaborative. How well would you work in this type of environment?

Unique Ability

This is one or two very obvious strengths an individual has. One essential unique ability we look for in this business is someone’s ability to relate to the needs of their market. What unique ability would you bring to your business?


How hard are you willing to work to become successful?


Demonstrated honesty and desire to do the right thing—always.

Baseline educational requirements include a bachelor’s degree, and the ability to acquire a life and health license.

Home Base Recruiting Group is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.