Financial Advisor Trainee (Filipino Team)

What if you had a career where you could serve one another and continue to uplift the Filipino community? In this role you will walk alongside your fellow kababayans to help them protect their families, pursue financial freedom, and live out the true spirit of the Filipino-American dream.

I'm hiring ambitious professionals who want to build a future in financial advising, even if you are new to the industry. You have the opportunity to truly listen and help manifest the Filipino communities’ family, faith, and legacy priorities. It’s about bayanihan, providing education, guidance, and the trust that your community deserves.

Why is this important? Many Filipino professionals and small business owners have a dream of financial freedom and building a lasting legacy for their families. You can be an advisor who truly listens and understands your community’s priorities and culture. We will train you as a financial advisor and help you gain the practice development skills needed to serve your community.

You will also have the opportunity to work alongside experienced advisors so that you can be confident that the financial help you provide to the community is the correct advice. In addition to sales and marketing aptitude, the ideal candidate to join our team should be community-minded, have a competitive spirit, tenacious self-discipline, and be of outstanding character, pride, and integrity.

If you’re ready to serve others within the Filipino community, I'd love to talk with you.

Compensation and Benefits

• Sales commissions and renewal revenues
• Weekly KPI bonuses up to $22,000/year
• New-client and client-retention bonuses
• Comprehensive health, vision, and dental insurance
• Company-funded retirement package
• Group life insurance and disability income insurance
• Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)

Average and Top Performer Income

Average - Top 25%

Year 1 | $74,000 - $128,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

Some of our Accolades Include

• Fortune 500 Ranking: 109
• Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting
• Forbes: America’s Best Insurance Companies, 2026
• Forbes: Best Whole Life Insurance Companies, 2025
• The Wall Street Journal: Best Whole Life Insurance Companies, 2025
• Fortune "World's Most Admired Companies"
• Training Magazine APEX Award, 2025
• Selling Power Magazine “50 Best Companies to Sell For”
• BusinessWeek Magazine "50 Best Places to Launch a Career"
• Top 5 independent broker-dealer in the Unites States
• Industry-leading financial strength ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor’s: AA+, Moody’s Investors Service: Aaa)