Financial Career Accelerator

2 days ago


Pittsburgh, Pennsylvania, United States M Financial Group Full time
Job Overview

M Financial Group is partnering with Gateway Financial Group to deliver a 2-year program that provides support and mentorship for career growth in financial services.

Salary & Benefits

This salaried role offers an annual salary of $60,000-$75,000 plus potential bonuses.

About the Role

As a key member of our team, you will work with ultra-high-net-worth clients through a holistic planning approach to solve their complex financial needs. This position does not require cold prospecting, instead leveraging strategic partnerships for client acquisition.

Requirements & Qualifications
  • Transferable work experience in life insurance proposal development and financial modeling for new business prospects (3-5 years)
  • Ability to drive operational efficiency and manage case progression through CRM systems
  • State Life & Health licenses; FINRA Series 6 and 63 licenses; CLU or CFP preferred
  • Entrepreneurial mindset with high autonomy, initiative, and interpersonal collaboration
  • Strong code of professional ethics and integrity
  • Excellent verbal and written communication skills, attention to detail, and presentation skills

We are looking for a dedicated professional to join our team and contribute to our mission.



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