Entry Level Financial Consultant (Remote)

This is a position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)

Our Company Offers:

Flexible schedule

Part-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential as a 1099 Contractor

Work From Home

Key Responsibilities:

Study, Learn, and execute with on-the-job training

Shadow client meetings, plan designs and presentations

Analyze client financials to determine their needs and risk tolerance

Review available options for clients

Recommend which areas or services fit the client's need

Participate in marketing and expansion strategies

Qualifications:

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 30 days

entrepreneurial spirit.

Preferred Qualities:

We are looking for individuals that have the following qualities and mindset:

Honesty and integrity are characteristics you live by.

You value and believe in our mission and cause.

You are constantly looking for personal growth.

You are a leader or want to learn to lead.

You are a self-starter and goal-oriented

You can work independently and work well as a team player

Potential Compensation (Non Base-is a 1099 role): Part-time averages $2,000-$5,000 a month. Full-time average $5,000+ a month. Uncapped earning potential with No territory limits.

Do not apply if you live outside the U.S.

Do not apply if you are looking for a work visa.