AboutUs :
We are a global financialservices company with a solid foundation in educating clients oneffective financial and wealthbuilding strategies.
Licensed in 50U.S. states Canada Mexico the Virgin Islands and 33 other countrieswe offer comprehensive solutions that cater to a diverse andinternational clientele.
RoleOverview :
Were searching fordriven individuals to join our team as Financial Consultants on a1099 contract basis. This is a prime opportunity for professionalsseeking parttime work with the flexibility to operate from home.
Your primary responsibility will be to engage with clientsunderstand their financial goals and provide them with tailoredsolutions that align with their wealthbuildingobjectives.
Why This OpportunityMakes Sense :
ProvenSystem : Our approach has been successfully used byconsultants around the world. We offer a system thats botheffective and easy to follow ensuring your success from dayone.
FinancialFreedom : This role provides the potential forsubstantial income through commissionbased earnings. Your financialsuccess is directly tied to your efforts.
Support and Growth : Weprovide the tools training and resources you need to excel. Youllhave access to internal platforms and licensing options allowingyou to grow within the financial servicesindustry.
KeyResponsibilities :
Client Education : Delivervaluable financial insights to clients guiding them throughstrategies that enhance their wealthbuilding potential.
Sales : Present information confidentlyensuring clients fully understand and are comfortable with theoptionsprovided.
Compliance : Maintain uptodate knowledge of industry regulations ensuring fullcompliance with all legal requirements.
Requirements :
State Life Insurance License : A valid license is necessary (we offer internal training andlicensing if required).
BackgroundCheck : Must pass and provide a backgroundcheck.
Experience : Prior experience is preferred but notessential.
Availability : A commitment of only 510 hours per week.
Why You Should Act N ow :
This is more than just a jobits a pathway to financialindependence. Youll have the freedom to work remotely the abilityto shape your schedule and the opportunity to make a meaningfulimpact on clients lives.
If youre ready to take control of yourfinancial future and help others do the same this is yourchance.
Remote Work :
NURSES To Wealth Management
Youll have the freedom to work remotely the abilityto shape your schedule and the opportunity to make a meaningfulimpact on clients lives. Weprovide the tools training and resources you need to excel. Youllhave access to internal platforms and licensing options allowingyou to grow within the financi...
REAL ESTATE to Wealth Management
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. In tandem, we are dedicated to mentoring and co...
MILITARY VETERANS To Wealth Management
Youll have the freedom to work remotely the abilityto shape your schedule and the opportunity to make a meaningfulimpact on clients lives. Your primary responsibility will be to engage with clientsunderstand their financial goals and provide them with tailoredsolutions that align with their wealthbu...
Executive Assistant to CEO
EdgeRock is a rapidly growing independent wealth management firm based in Denver, CO. If you're eager to take ownership of your future and thrive in a dynamic environment, we want to hear from you!. You’ll manage a wide range of tasks, from administrative support to personal errands, enabling the CE...
REAL ESTATE To Wealth Management
We believe in a holistic approach to financial empowermentwhich is why we have a threepart mission that guides our work:build and secure wealth for families and individuals; create amovement of financial professionals; and turn wealth intoimpact. In tandem we arededicated to mentoring and coaching f...
MILITARY & VETERANS to Wealth Management
You’ll have the freedom to work remotely, the ability to shape your schedule, and the opportunity to make a meaningful impact on clients’ lives. Your primary responsibility will be to engage with clients, understand their financial goals, and provide them with tailored solutions that align with thei...
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clien...
Surgical Center Registered Nurse Director
The Surgical Center Registered Nurse Director will be heavily involved in the day-to-day management and the long-term planning and goals of the outpatient surgical facility. ...
Financial Aid Advisor
As a part of the CU Anschutz Financial Aid & Scholarships team, the Financial Aid Advisor has a primary responsibility to counsel health professions students and families regarding educational funding and processes through two-way conversations. The Financial Aid Advisor meets with CU Anschutz stude...
DNP IT Business Analyst Senior
The Treasury Services division of the Federal Reserve Bank of Kansas City (FRBKC) is seeking a Senior Business Analyst to join the Do Not Pay (DNP) program. Completion of business analysis training courses and progress toward business analysis certification preferred. Analyzes business problems and/...