Licensed Financial Consultant
Job Overview
We are an independent wealth management and financial consulting firm. We have a ton of A-rated companies on our platforms. We work with a wide range of clientele, from very high net worth clients to every day Americans. We specialize in insurance-based investment products and helping our clients grow their money risk-free and tax-free. Because this is an uncapped commission-based position, new business partners generally start out part-time before transitioning to full-time, although they do have the option of doing either. This role also offers unlimited, merit-based career advancement with the resources to do so in a very fast manner.
We utilize every aspect of the financial industry:
• Wealth Management
• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning/Business Owner Solutions
• Corporate Group Plans
• Estate Planning
• And more...
Responsibilities
• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
• Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
• Assist clients with estate planning, ensuring compliance with relevant laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay updated on financial regulations and market trends to provide informed advice.
Qualities we're looking for:
• Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship
• Incredibly strong integrity and moral compass
• Passion for making a difference, helping people, and enhancing people's futures
• Someone who is self-motivated, coachable, accountable, and a team player.
• Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize
• Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
• Must be 18+
• BS/BA preferred
• Driver's License
• Background check required - No criminal history whatsoever
• Willing to obtain a state life and health license, if you do not have one yet.
• 2-3 years of customer service/client interaction preferred
Schedule:
• You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent.
• This position can also be done 100% REMOTELY.
Whats provided:
• Competitive and collective training program to help you establish a solid foundation and get you started here
• Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day
• The most advanced FinTech software in the industry
• The opportunity to pursue leadership and specialized roles from day 1
• Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth management
Job Types: Full-time, Part-time
Benefits:
• Flexible schedule
• Life insurance
• Retirement plan
• Financial services/planning
Work Location: Remote
Job Types: Full-time, Part-time
Pay: $89,628.47 - $107,939.66 per year
Benefits:
• Financial planning services
• Flexible schedule
• Life insurance
• Retirement plan
Experience:
• leadership, sales, or entrepreneurial: 1 year (Preferred)
License/Certification:
• life and health insurance license (Preferred)
Work Location: Remote
Apply tot his job
Apply To this Job
We are an independent wealth management and financial consulting firm. We have a ton of A-rated companies on our platforms. We work with a wide range of clientele, from very high net worth clients to every day Americans. We specialize in insurance-based investment products and helping our clients grow their money risk-free and tax-free. Because this is an uncapped commission-based position, new business partners generally start out part-time before transitioning to full-time, although they do have the option of doing either. This role also offers unlimited, merit-based career advancement with the resources to do so in a very fast manner.
We utilize every aspect of the financial industry:
• Wealth Management
• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning/Business Owner Solutions
• Corporate Group Plans
• Estate Planning
• And more...
Responsibilities
• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
• Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
• Assist clients with estate planning, ensuring compliance with relevant laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay updated on financial regulations and market trends to provide informed advice.
Qualities we're looking for:
• Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship
• Incredibly strong integrity and moral compass
• Passion for making a difference, helping people, and enhancing people's futures
• Someone who is self-motivated, coachable, accountable, and a team player.
• Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize
• Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
• Must be 18+
• BS/BA preferred
• Driver's License
• Background check required - No criminal history whatsoever
• Willing to obtain a state life and health license, if you do not have one yet.
• 2-3 years of customer service/client interaction preferred
Schedule:
• You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent.
• This position can also be done 100% REMOTELY.
Whats provided:
• Competitive and collective training program to help you establish a solid foundation and get you started here
• Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day
• The most advanced FinTech software in the industry
• The opportunity to pursue leadership and specialized roles from day 1
• Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth management
Job Types: Full-time, Part-time
Benefits:
• Flexible schedule
• Life insurance
• Retirement plan
• Financial services/planning
Work Location: Remote
Job Types: Full-time, Part-time
Pay: $89,628.47 - $107,939.66 per year
Benefits:
• Financial planning services
• Flexible schedule
• Life insurance
• Retirement plan
Experience:
• leadership, sales, or entrepreneurial: 1 year (Preferred)
License/Certification:
• life and health insurance license (Preferred)
Work Location: Remote
Apply tot his job
Apply To this Job