New Advisor Intro • Step 1

A Smarter Way to Grow Your Income and Influence

Become a Financial Advisor with RMJ Advisory and explore a flexible career path designed for entrepreneurs, professionals, and career changers alike. Whether part-time or full-time, we provide full training, education, and licensing support — covering life and health insurance licensing along with securities or fiduciary licensing (Series 65) — so you can confidently build both active income and long-term recurring revenue.

Start Step 1 – Register Now Takes less than 30 minutes to learn the opportunity.
CPAs & Attorneys
Realtors & Mortgage Pros
Business Owners & Connectors
Company Introduction
Watch this first
A quick introduction to RMJ Advisory and the advisor opportunity.

What You’ll Discover in the Overview

This overview shows you exactly how to build income as a licensed Financial Advisor — including compensation, training, and the technology that powers the business.

Turn Relationships into Revenue

What may start as simple conversations can grow into a fully licensed advisory role. With our training, education, and licensing support, you’ll move beyond introductions and into leading client relationships directly.

Earn Income

Build income from the relationships you develop. As a licensed Financial Advisor, you’ll earn both immediate compensation and long-term recurring revenue as your client base grows.

Add Real Value

Become the trusted financial resource for the people who already turn to you. With expert mentorship, structured training, and full product access, you’ll provide meaningful solutions—not just conversations.

Real Opportunity

Start part-time while you’re building, or step fully into a licensed Financial Advisor career. Whether you’re exploring a transition or pursuing a long-term path, the opportunity is flexible and scalable.

Easy-to-Use Technology, Built for Referrals

Our SalesTeamPro platform helps you organize contacts, send invitations, track referrals, and stay in the loop automatically. You’ll see how it works inside the video series after you register.

  • See where your prospects and clients are in the process.
  • Automated follow-ups and update notifications.
  • Training and scripts right inside the platform.

Next Step

Complete Step 1 by registering above. We’ll send you straight to the on-demand video page so you can view our entire New Advisor Introduction Series.

Finish Step 1 & Unlock Videos

Build Your Future as a Financial Advisor

Tell us where to send your access link. Once you submit this form, you’ll be redirected to the full New Advisor video series page loaded with information about this opportunity.

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