Financial Professional - Remote

Ironclad Wealth Partners
San Bernardino County, California, USA
Remote
Full-time

About thejob

Nowlooking for a few select ambitious & driven individuals tostep into a part time or full time opportunity! We are looking forcandidates who want to make a positive impact in communities.

As apart of our team you will be working to solve some of the worldsmost pressing issues like financial literacy and financialeducation.

We prideourselves on a commitment to excellence rivaled by none acommitment reflected in all aspects of our work.

Remote opportunity Online tools and training areprovided in house.

If yourqualifications seem like a strong fit for the position we willreach out to you to provide information on the next steps in theSelection Process.

Customerservice leadership and management backgrounds are preferred!

Must p a background check

18 Years or older

U.S.citizen

Training / Coaching Included

Personally CustomizedScheduling

Flexible hours / days

Financial ss / knowledge notrequired

Leadership development / Team Development

Entrepreneurmotivated personality

Educational / coaching / USServices backgrounds are a great fit !

A drive pion and desire tohelp people!

As areminder there are no automatic disqualifiers in our process everycandidate is evaluated holistically.

As anociate you will serve as a key contact and liaison for clients toensure their total satisfaction. You will interact with clients& ociates you are directly responsible for on an ongoingbasis providing support needed in a timely professional andcourteous manner.

ociates share financial knowledge education andstrategies for business matters investments insurance basedprotection retirement savings and estate planning to help clientsand business owners progress financially.

You willwork with clients to develop customized financial plans that fittheir unique needs and goals. You will have the ability to helpthem understand their financial situation and provide expert adviceon how to improve it.

From budgeting and debt reduction toinvesting and retirement planning you will be there every step ofthe way to guide and support your clients.

You will be challengedto think creatively and work collaboratively with a team oflikeminded individuals who share your pion for making a difference.

Your ideas and contributions will be valued and recognized and youwill have the opportunity to grow both personally andprofessionally.

Advancement & Compensation are scalablebased on personalized individual career goals!

Your training isprovided in house both group and individual settings. Allprofessionals on our platform have access to the training necessaryto learn what it takes to be successful.

Our system is education focused; experienced brokersand business mentors are here to help you.

We offer access to those that are looking to create afulltime career or one that is part time to earn . No matter whichyou choose we are here to support the growth of your career andgoals!

We helpmake the idea of financial independence and financial securityaccessible to a diverse group of people from a wide range ofbackgrounds.

Lets Buildan Army of Educators !!

NO data entry / Marketing / ystRoles Needed

we will reject if this is what you are lookingfor)

Pleasereach out to us if you have any questions. We look forward toreviewing your application.

NOT LOOKING FOR SALESREPS. TELEMARKETERS We do not cold call nor go door to door!

6 days ago
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