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