Financial Advisor

About us

*100% REMOTE - WORK FROM HOME*

*COMPANY PROVIDED WARM LEADS*

*COMPANY PROGRAM FOR LICENSING*

We are a professional and high-energy firm, and our goal is to transform the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our firm, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

Our work environment includes:

• Flexible working hours
• Lively atmosphere
• Work from home

Responsibilities:

- Provide financial advice and guidance to clients based on their individual financial goals and objectives

- Analyze clients' financial situations, including income, expenses, investments, and debts, to develop personalized financial plans

- Recommend appropriate investment strategies and products to help clients achieve their financial goals

- Monitor and review clients' investment portfolios regularly to ensure they remain aligned with their objectives

- Stay up-to-date on market trends, economic conditions, and changes in financial regulations to provide informed advice to clients

- Build and maintain strong relationships with clients through regular communication and meetings

- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial solutions

Qualifications:

- Life, Health, and Annuities License (or willingness to obtain one through our program)

- Experience in banking, insurance, sales, or other related fields

- Strong knowledge of financial concepts and investment strategies

- Excellent mathematical skills and ability to analyze complex financial data

- Proficient in using customer relationship management (CRM) software to manage client interactions

- Exceptional interpersonal and communication skills for building rapport with clients

- Proven track record of sales success in the financial industry

- Familiarity with wealth management principles and asset management strategies

If you are a motivated individual with a passion for finance and helping others achieve their financial goals, we invite you to join our team as a Financial Advisor. We offer competitive compensation packages, provide warm leads and clients, ongoing professional development opportunities, and a positive work environment. Learn what it truly means to make a full time income on a part time schedule!

Job Types: Full-time, Part-time

Pay: $60,000.00 - $150,000.00 per year

Benefits:

• Flexible schedule

Compensation package:

• Commission pay

Weekly schedule:

• Monday to Friday
• Weekends as needed

Work setting:

• Remote

License/Certification:

• Life Insurance License (Preferred)

Work Location: Remote