We are looking to expand our team of financial consultants in a fully-remote environment. This position is an Entry level Financial Consultant (part-time or full-time).
Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a 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, rollovers, annuities, roth iras,, & insurance).
Our Company Offers:
- Flexible schedule
- Part-Time and Full-Time Positions Available
- Remote
- Mandatory ethics and money laundering training
- Licensing training
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
- Follow ethics industry standard
- Complete licensing requirements
- Maintain licenses and industry ethics
Qualifications:
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Background check required
- Able to complete licensing requirements within 30-60 days
- ****Optional: Series Licenses, Life, Health or Accident licenses, Finra license, CFP
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 goal-oriented
- You can work independently and work well as a team player
- (OPTIONAL) Sales (1-3 years)
- (OPTIONAL) Financial Analyst skills (1-2 years)
- (OPTIONAL) Business or financial Bachelor's Degree
Expected hours: 30 per week
Income Model:
- Salary 30,000-125,000
- Residual income per annual client contract anniversary
- Passive income
- Equity asset
- Bonuses
***Do not apply if you live outside the U.S.
***Do not apply if you are looking for a work visa.
Job Types: Full-time, Part-time
Expected hours: 30 – 45 per week
Benefits:
- 401(k)
- Financial planning services
- Health insurance
- Life insurance
- Referral program
- Retirement plan
Compensation package:
- Bonus opportunities
- Stock options
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work setting:
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: Remote