Demo

Junior Wealth Management Broker (Stability Income And Top Commission, Free Leads)

Creative Financial Network
Beach, FL Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/19/2025

Creative Financial Network

Before applying for this role, please read the following information about this opportunity found below.

Junior Wealth Management Advisor, Program

Commission Plus) Elite, Junior Wealth Management Advisor (Leads,401k, Health / Vision / Dental)

Commission Plus)

  • 2,000 per Month Stability Income ) up to 120% Commission Level Substantial Passive Renewals | 100% YOUR BUISNESS, with OUR SUPPORT.

Each advisor is Non-Captive and in business for themselves, but not by themselves

No Finance Experience Necessary – Full Training Provided

  • We can go higher on this based on individual circumstances and acumen or due to partial loss of income while transitioning; there is no cap on support for the right person to transition from a current business / employer to a full-time advisor with our firm!
  • Compensation & Benefits

    2,000 per month stability income (ONLY for full-time advisors, and can go higher initially for high income replacement needs)

    80%-120% annualized commissions

    Passive renewals (2%-20% per sale), creating long-term income

    Ability to sell renewal streams (7-14x earnings)

    Health insurance and 401k with matching contributions

    Zero lead spend (CRM & dialer included)

    Full marketing and technology support

    No office expenses (leads, clerical, CRM, technology, etc.)

    Ownership of your book of business

    Non-captive from day one (access to all major carriers)

    Team-building and override opportunities for top producers

    One-on-one coaching and training from top industry professionals

    Health / Dental / Vision / 401k with Match

    Who You’ll Be Working With (While Getting to Know Us)

    My name is Jordan Reynolds Cohen, and I’m a Director of Creative Financial Network (CFN). Over the past decade, we have built one of the fastest-growing private wealth management firms in the U.S. I’m personally responsible for leading this elite initial hiring process, looking for driven, coachable individuals to interview and invest into.

    I come from a family with deep roots in finance—my father, Gil Cohen, built some of the most successful MetLife offices in the country, managing over $200 million annually.

    I personally started young, and together, we've built this firm from the ground up to a leading firm in the country. Today, we officially manage over $1 billion in client assets, in addition to handling tens of millions per year to strategically mitigate risk.I have personally helped many advisors go from zero to six and even seven figures in their first few years.

    Our model combines the best aspects of the corporate and independent financial worlds while eliminating unnecessary restrictions. This opportunity is real, not a corporate boilerplate listing. If you’re reading this, it’s because believe you may be a strong fit for our team.

    About Creative Financial Network (CFN)

    Who You’ll Be Working With (Long Term)

    CFN is a top-rated, fully independent, and non-captive wealth management firm with physical offices in Brickell (Miami), Fort Lauderdale, and Delray Beach, Florida. We offer in-office and remote work options, provide extensive training, and generate over 750 warm leads per week at no cost to our advisors.

    Since Thomas H. Lee Partners (THL) acquired 51% of Creative Financial Network in 2019, we’ve been placed in the same portfolio as Dunkin’ Donuts, Warner Music Group, Hightower, Snapple, and Experian (and many more)—a testament to the strength and stability of our firm. As a broker, joining CFN means you're part of a company that a top private equity firm deemed a "safe bet" as a company to invest into and stand behind, and if THL is betting on us to win, there is a reason and so should you. Unlike most financial firms, we don’t just train you on sales—we actively build your online presence and marketing awareness, leveraging cutting-edge strategies to establish credibility and position our advisors as industry leaders from day one.

    At Creative Financial Network, we’ve built one of the most advanced lead generation and marketing systems in the industry—keeping us ahead of the curve while other firms still rely on outdated methods. With strategic partnerships alongside the biggest names in financial services, we ensure our advisors have unmatched visibility and a nonstop pipeline of leads. While most firms leave advisors to figure it out alone, we provide cutting-edge automation, high-converting campaigns, and a dominant online presence. I’ve been a big part of building this system, and it’s designed to give our brokers every advantage in today’s digital-first world.

    Career Growth & Ownership

    We don’t just offer a job—we offer a true ownership opportunity. Top performers can advance into leadership, agency ownership, or high-net-worth advisory roles within 12-24 months. With override opportunities and equity potential, the advisors who put in the work have a clear path to seven figures and full control over their book of business.

    Company Culture & Work Environment

    CFN operates in a high-energy, results-driven environment, where mentorship is direct and hands-on. Unlike most firms, our top producers and leadership—including myself—are in the trenches working deals alongside new advisors. We prioritize real coaching, real results, and a fast-moving, competitive atmosphere, ensuring you’re surrounded by high performers who push you to level up, not a corporate bureaucracy that slows you down.

    Lifestyle & Work-Life Balance

    We believe in freedom and flexibility—work remotely, from one of our offices, or both. Our advisors control their own schedules while still having access to world-class training, cutting-edge technology, and 750 warm leads per week. Top performers also qualify for exclusive travel incentives, elite networking events, and other high-value perks—because we reward results, not just time spent in an office.

    Proven Success & Social Proof

    Our system works for those who work it—we’ve helped advisors go from zero to six and seven figures in record time. One of our top producers generated $1.4 million in their first year using our duplicatable model; the following year, with our guidance, he was generating more than double that in a single year and is one of a few examples of people like this who I have worked with from their first day here. The opportunity is real, proven, and built for those who want to win.

    Final Call—Limited Openings

    We’re only hiring a select group of advisors this quarter. We move efficiently but never rush the process, ensuring that every advisor we bring on is set up for long-term success. If you’re ready to build a serious career in financial services, backed by one of the top private equity firms in the world, apply now before the opportunity is gone.

    Featured on the #1 Insurance & Financial Services Podcast in the World (Twice) (and many others as well)

    We have been featured multiple times on Cody Askins' podcast, the #1-ranked podcast in the industry, where top financial professionals discuss winning strategies for success. If you want to learn more about what we do and the level of opportunity we provide, check it out here : (PODCAST VIDEO)

    This isn’t just another job—it’s a career path that can change your life. Apply now.

    We take hiring seriously and invest in our advisors from day one. If you’re ready to step into a lucrative career with a firm that values independence, mentorship, and unlimited earning potential, apply today.

    Award-Winning Firm with National & International Recognition

    Creative Financial Network has been honored with numerous prestigious awards, including :

    M.R. Dodson Builder Award : The highest honor for Ohio National Financial Services (ONFS) Career agency distribution.

    M.R. Dodson New Builder Award : The highest honor for new builder agencies. Notably, we are the first firm in Ohio National's history to win both awards in the same year.

    First in Class (GAMA) Agency : Recognized through the Million Dollar Agency Award for being the overall top leading firm.

    Agency Development Award : Acknowledging our commitment to continuous growth and development.

    Agency Growth Award : Celebrating our significant expansion and success.

    Line Leader Awards : Honors in both Disability Insurance (DI) and Total NAFYC categories.

    Wall of Fame : Inducted for our outstanding achievements and contributions.

    Management Leader Award : Recognizing excellence in leadership and management.

    Career Management Leader Award : Our highest honor for unit-building Associate General Agents (AGAs) who exhibit excellence in recruiting, retention, persistency, and productivity of Career Agents.

    President's Inner Circle : Exclusive recognition for top-tier performance.

    GAMA International Management Award : Honoring superior management practices.

    Council of Honor : Acknowledging our dedication to ethical standards and client service.

    Executive Council : Recognizing our leadership and influence in the industry.

    These accolades reflect our unwavering commitment to excellence and our prominent standing in the financial services industry.

    What We’re Looking For

    This is a performance-driven role suited for individuals who are :

    Highly coachable – No finance experience required, but a willingness to learn is key.

    Resilient and proactive – Comfortable with rejection and pushing past comfort zones.

    Ambitious and self-motivated – Ready to build long-term wealth through commissions and passive renewals.

    Capable of handling a fast-paced, high-income potential career – Top first-year advisors earn over $120,000.

    Comfortable with virtual sales and meetings – Most client interactions are conducted via Zoom.

    Your Role as a Junior Advisor

    We are NOT an MLM Model / Firm)

    I, Jordan Cohen, want to be crystal clear about that.

    Work with 750 warm leads per week and build your own “name in the business” at the same time with our support and coaching (no washed-up leads, being forced to rely on calling your family).

    Meet with clients via Zoom or in person in our stunning offices to assess financial needs. Initially, we will conduct these meetings while you observe, and you will get a 50% split in the case.

    Offer tailored financial solutions with access to all major carriers.

    Build long-term client relationships for passive income renewals.

    Track performance and work with industry-leading coaches to improve.

    Optionally, grow your own team and earn overrides when the time is right.

    Next Steps – Apply Today (Clickable Links)

    Register for a mandatory Zoom Career Preview.

    Attend the session to learn more about the opportunity.

    Schedule a one-on-one call with our leadership team.

    Financial Services, Wealth Management, Asset Management, Investment Advisor, Financial Planning, Junior Advisor, Team Lead, Finance Jobs, Insurance Sales, Financial Consultant, Retirement Planning, Life Insurance Sales, Annuities Sales, Commission-Based Jobs, High-Earning Careers, Sales Opportunity

    Compensation & Earnings Keywords

    100K Income Potential, $120,000 First-Year Potential, $700,000 Income Possible, Base Salary Commission, High Commission Jobs, Passive Income, Residual Income, Renewals & Overrides, Non-Captive Sales, Top Industry Commissions (80%-120%), Sell Your Book of Business

    Career & Growth Keywords

    Entry-Level Finance, Career Growth, Fast-Track to Success, Mentorship Program, Executive-Level Training, No Experience Necessary, Work From Home / Remote, Hybrid Work Options, Entrepreneurial Opportunity, Work-Life BalanceLead Generation & Marketing Keywords

    750 Warm Leads Per Week, Pre-Vetted Leads, No Lead Costs, CRM & Dialer Provided, Free Marketing Support, No Cold Calling, Pre-Scheduled Appointments, Zero Lead Spend, Turnkey Business Model

    Firm & Industry Keywords

    Creative Financial Network (CFN), #1 Rated Private Firm, Top Wealth Management Firm, Private Equity-Backed, Fort Lauderdale, Miami, Delray Beach, Financial Industry Leaders, Independent Broker-Dealer, Industry Titans, Financial Freedom, Legacy Building

    Training & Support Keywords

    World-Class Coaching, 1 : 1 Mentorship, Hands-On Training, Business Development, Exclusive Training Program, Fast-Track to Leadership, Proven System for Success, Sales Mastery, Leadership Development, Accountability & Coaching

    Work Environment & Benefits Keywords

    Health Insurance, 401K with Match, Zero Office Expenses, Office Locations : Brickell, Fort Lauderdale, Delray Beach, Remote & In-Person Options, Performance-Based Culture, Entrepreneurial Mindset, No Quotas, No Micromanagement, Build Your Own Team, Client Ownership & Book of Business

    Personality & Work Ethic Keywords

    Coachable & Trainable, Hardworking & Ambitious, Driven to Succeed, High-Energy & Motivated, Willing to Learn, Competitive & Results-Oriented, Self-Starter, No Self-Limiting Beliefs, Strong Work Ethic, Growth Mindset

    Recruiting & Job Posting Keywords

    Now Hiring Financial Advisors, Junior Financial Advisor Job, Wealth Management Job, Finance Careers with No Experience, Entry-Level Sales Job, Best Paying Commission Jobs, Work from Home Financial Job, Hiring in Florida, Career in Insurance & Investments, Financial Advisor Training Program

    Salary : $200 - $120,000

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