About thejob
Now looking for a few selectambitious & driven individuals to step into a part time orfull time opportunity! We are looking for candidates who want tomake a positive impact in communities.
As a part of our team youwill be working to solve some of the worlds most pressing issueslike financial literacy and financialeducation.
We pride ourselveson a commitment to excellence rivaled by none a commitmentreflected in all aspects of ourwork.
Remote opportunityOnline tools and training are provided inhouse.
If your qualificationsseem like a strong fit for the position we will reach out to you toprovide information on the next steps in the SelectionProcess.
Customerservice leadership and management backgrounds are preferred!
Must pass a background check
18 Years orolder
U.S. citizen
Training / CoachingIncluded
Personally CustomizedScheduling
Flexible hours / days
Financialskills / knowledge not required
Leadership development / Team Development
Entrepreneur motivatedpersonality
Educational / coaching / US Services backgroundsare a great fit !
A drive passion and desire to helppeople!
Asa reminder there are no automatic disqualifiers in our processevery candidate is evaluatedholistically.
Asan Associate you will serve as a key contact and liaison forclients to ensure their total satisfaction. You will interact withclients & associates you are directly responsible for on anongoing basis providing support needed in a timely professional andcourteous manner.
Associates share financial knowledge educationand strategies for business matters investments insurance basedprotection retirement savings and estate planning to help clientsand business owners progressfinancially.
You will workwith clients to develop customized financial plans that fit theirunique needs and goals. You will have the ability to help themunderstand their financial situation and provide expert advice onhow to improve it.
From budgeting and debt reduction to investingand retirement planning you will be there every step of the way toguide and support yourclients.
You will bechallenged to think creatively and work collaboratively with a teamof likeminded individuals who share your passion for making adifference.
Your ideas and contributions will be valued andrecognized and you will have the opportunity to grow bothpersonally and professionally.
Advancement & Compensationare scalable based on personalized individual careergoals!
Your training is provided in house bothgroup and individual settings. All professionals on our platformhave access to the training necessary to learn what it takes to besuccessful.
Our system is education focused; experiencedbrokers and business mentors are here to helpyou.
We offeraccess to those that are looking to create a fulltime career or onethat is part time to earn . No matter which you choose we are hereto support the growth of your career andgoals!
We help make the ideaof financial independence and financial security accessible to adiverse group of people from a wide range ofbackgrounds.
LetsBuild an Army of Educators !!
NOdata entry / Marketing / Analyst Roles Needed
we will rejectif this is what you are lookingfor)
Please reachout to us if you have any questions. We look forward to reviewingyour application.
NOT LOOKING FOR SALES REPS.TELEMARKETERS We do not cold call nor go door to door!
Remote Work :
PTFT Financial Professional
As a part of our team youwill be working to solve some of the worlds most pressing issueslike financial literacy and financialeducation. Associates share financial knowledge educationand strategies for business matters investments insurance basedprotection retirement savings and estate planning to h...
Financial Services Representative
A company is looking for a Financial Services Representative. ...
Entry Level Financial Advisor
We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail:. New York Life Irvine is currently seeking Driving Financial Professionals to become part of our team. We have been in busine...
Financial Consultant (100% Remote)
An excellent 6 + months contract role for a Financial Consultant (W2 position 100% remote) with our direct client in San Jose, CA. Job Title: Financial Consultant (100% remote)/Candidates have to be in PST/Rate DOE. Flag risk and opportunities in routine forecast cadence You will roll up your sleeve...
10457 - Sr. Business Process Analyst
Business Process Analyst . BPA (Business Process Analyst) is responsible for creating detailed requirements specifications for Connected Car development including new features and enhancements such as core platform and customer channels like web portal and mobile app. Business Acumen: understan...
Entry Level - Financial Advisor
Entry level Financial Professionals start out in our Preliminary Employment Program (“PEP”), the first week of which is a 40 hour week of paid training. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investmen...
Staff Accountant
Staff Accountant for our corporate office located in the city of Commerce, CA. ...
Financial Representative Entry Level
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Steven Anderson, Financial Advisor:. Financial Planning: Develop comprehensive financi...
Senior Business Analyst Finance
Mentors less experienced business analysts. Engage in cross-functional training/learning of PS ERP modules and other financial applications within our business analyst team. Serves as the functional expert in these modules and is the technical liaison between the business owners and IS&T resourc...
Licensed Financial Consultant
Our client, a national leader in the broker dealer space, is seeking Licensed Financial Consultants to join their branches throughout the San Francisco market (Palo Alto, Los Gatos, Walnut Creek, Sunnyvale and Burlingame ). As a seasoned financial professional, you possess a deep understanding of fi...