Are you passionate about connecting with people, building personal, trusted relationships, and helping others plan for their financial futures? If so, Whitney & Associates is looking for driven, self-starting individuals like you to join our growing team.
We’re currently accepting applicants for our Total Advisor Training Program. Only a few spots remain — don’t miss your opportunity to be part of a high-performance, supportive environment where you can truly thrive.
What We’re Looking For
- You know how to build meaningful relationships and connect with people.
- You’re a driven, self-starter who wants to grow your own business.
- Financial planning interests you, and you're committed to helping others succeed.
- You currently hold an Insurance License.
- Series 65 and NSSA® training are preferred but not required upon enrollment.
What You’ll Receive
This is a commission and fee-based opportunity (no base salary) — but includes robust support and high-value resources.
Compensation & Benefits:
- Unlimited earning potential — average first-year income is $90,000, with opportunity to earn much more.
- Seminar marketing fully covered — up to 8 campaigns annually ($46,000 value).
- Monthly office space provided — up to $1,000/month ($12,000 annual value).
- Branded starter kit — includes business cards, folders, stickers & pens ($950 value).
- Access to our CRM system: Advisor Backpack.
- Reserved marketing territory through the WAA Marketing Suite.
- NSSA® On-Demand Training — paid upfront by Whitney & Associates.
- Series 65 training and exam reimbursement (upon passing).
- Ongoing mentorship via our Sales Desk, Total Advisor Portal, and in-house leadership team.
Training Overview
- 3-day in-person training in Des Moines, IA (travel/lodging at your expense).
- Ongoing support via webinars and in-person trainings.
- Learn from seasoned mentors and experienced advisors in the field.
Required Certifications
- NSSA® Designation must be completed before hosting a Social Security workshop (we cover cost upfront).
- Series 65 Certification required within 3 months of onboarding (reimbursement provided with passing score).
Ready to Take Control of Your Career?
This is your chance to grow a meaningful business with no income ceiling — supported by a strong network, proven tools, and high-value marketing.
Job Type: Permanent
Benefits:
- Flexible schedule
- Work from home
Education:
- High school or equivalent (Required)
Experience:
- Financial planning: 5 years (Required)
- Financial analysis: 5 years (Required)
License/Certification:
- Series 65 (Preferred)
- Life & Health Insurance License (Required)
Work Location: Remote
