Entry-Level Financial Consultant

Job Description

Job Description

We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.

Our firm takes an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to the U.S. Department of Labor, financial professionals are currently ranked as the #1 growing career.

We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or business owners, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.

Whether you’re looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you succeed.

In order to be considered for this position, you must live in the United States.

Compensation : $135,000

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 :

Preferred Qualities : We are looking for individuals who have the following qualities and mindset :

You can work independently and work well as a team player :

About Company

Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.

Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm : "No family left behind."