Retirement and Investment Specialist
Job Overview
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.
We utilize every aspect of the financial industry:
ā¢ Wealth Management
ā¢ Retirement Planning
ā¢ Tax Deductions
ā¢ College Funding
ā¢ Wealth Preservation (Insurance)
ā¢ Business Planning
ā¢ Corporate Group Plans
ā¢ And more...
Responsibilities
ā¢ Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
ā¢ Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
ā¢ Assist clients with estate planning, including wills and trusts, ensuring compliance with relevant laws.
ā¢ Maintain strong customer relationships through effective communication and exceptional service.
ā¢ Stay updated on financial regulations and market trends to provide informed advice.
Qualities we're looking for:
ā¢ Entrepreneurial ambitions
ā¢ Integrity, ethical and a strong sense of morality.
ā¢ Passion for making a difference and helping people.
ā¢ Self-motivated, accountable, and a team player.
ā¢ Ability to receive coaching and feedback.
ā¢ Strong interpersonal skills
ā¢ Self-motivated
ā¢ Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
ā¢ Must be over the age of 18
ā¢ Some college; BS/BA preferred
ā¢ Driver's License
ā¢ Background check required - No criminal history whatsoever
ā¢ Willing to obtain a state license if you do not have one yet.
ā¢ 2-3 years of customer service/client interaction recommended (not required)
Schedule:
ā¢ You create your own beside weekly trainings.
Whats provided:
ā¢ A Competitive training program to help you get started
ā¢ Mentorship and professional development training throughout your entire career
ā¢ A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
ā¢ The opportunity to pursue leadership and specialized roles
ā¢ Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Benefits
ā¢ Solely Performance-Based (income tax benefits)
Our financial consultants are paid in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
ā¢ CAN BE DONE REMOTELY
Job Types: Full-time, Part-time
Pay: $74,537.04 - $89,765.03 per year
Benefits:
ā¢ Flexible schedule
ā¢ Life insurance
ā¢ Retirement plan
Experience:
ā¢ sales, finance, or leadersip: 1 year (Preferred)
License/Certification:
ā¢ life and health insurance license (Preferred)
Work Location: Remote
Apply Now
Apply Now
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.
We utilize every aspect of the financial industry:
ā¢ Wealth Management
ā¢ Retirement Planning
ā¢ Tax Deductions
ā¢ College Funding
ā¢ Wealth Preservation (Insurance)
ā¢ Business Planning
ā¢ Corporate Group Plans
ā¢ And more...
Responsibilities
ā¢ Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
ā¢ Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
ā¢ Assist clients with estate planning, including wills and trusts, ensuring compliance with relevant laws.
ā¢ Maintain strong customer relationships through effective communication and exceptional service.
ā¢ Stay updated on financial regulations and market trends to provide informed advice.
Qualities we're looking for:
ā¢ Entrepreneurial ambitions
ā¢ Integrity, ethical and a strong sense of morality.
ā¢ Passion for making a difference and helping people.
ā¢ Self-motivated, accountable, and a team player.
ā¢ Ability to receive coaching and feedback.
ā¢ Strong interpersonal skills
ā¢ Self-motivated
ā¢ Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
ā¢ Must be over the age of 18
ā¢ Some college; BS/BA preferred
ā¢ Driver's License
ā¢ Background check required - No criminal history whatsoever
ā¢ Willing to obtain a state license if you do not have one yet.
ā¢ 2-3 years of customer service/client interaction recommended (not required)
Schedule:
ā¢ You create your own beside weekly trainings.
Whats provided:
ā¢ A Competitive training program to help you get started
ā¢ Mentorship and professional development training throughout your entire career
ā¢ A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
ā¢ The opportunity to pursue leadership and specialized roles
ā¢ Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Benefits
ā¢ Solely Performance-Based (income tax benefits)
Our financial consultants are paid in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
ā¢ CAN BE DONE REMOTELY
Job Types: Full-time, Part-time
Pay: $74,537.04 - $89,765.03 per year
Benefits:
ā¢ Flexible schedule
ā¢ Life insurance
ā¢ Retirement plan
Experience:
ā¢ sales, finance, or leadersip: 1 year (Preferred)
License/Certification:
ā¢ life and health insurance license (Preferred)
Work Location: Remote
Apply Now
Apply Now