Company

Financial Planner - 5.0See more

addressAddressRemote
type Form of workPart-time | Full-time
salary Salary$2,000 - $10,000 a month
CategoryAccounting/Finance

Job description

We are seeking a Financial Professional, Financial Educator Part-Time or Full-Time to join our team immediately ! Our firm is rapidly expanding across North America, our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

You DO NOT need to quit your EXISTING CAREER.

NO experience is necessary for the right candidate. FULL world-class training is provided. The most qualified candidates are those who are bright, hungry, articulate and will work diligently to deserve a 6-figure stable income. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!

Our Company Offers:

  • Full, In-depth Training Program
  • Flexible schedule
  • Part-Time and Full-Time Positions Available
  • Exciting Work Environment
  • Unlimited Growth Potential
  • Work From Home

Key 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:

  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen, or Work Permit with SSN
  • Soft background check required
  • NO criminal history/record
  • A working laptop and internet
  • Able to complete licensing requirements within 30 days
  • Accountable with high integrity

Preferred Qualities:

We are looking for individuals that have the following qualities and mindset:

  • Honesty and integrity are characteristics you live by.
  • You value and believe in our mission and cause.
  • You have an entrepreneurial spirit.
  • You are constantly looking for personal growth.
  • You are a leader or want to learn to lead.
  • You are a self-starter and goal-oriented
  • You can work independently and work well as a team player

Income Model:

  • Commission income with no ceiling- ranging $2,500- $20,000 per client or more!!!
  • Residual income per annual client contract anniversary
  • Passive income base for agency development
  • Equity asset and full business ownership
  • Bonuses
  • World travel

Do not apply if you live outside the U.S.

Do not apply if you are looking for a work visa.

Job Types: Full-time, Part-time

Pay: $2,000.00 - $10,000.00 per month

Expected hours: 12 – 30 per week

Benefits:

  • Employee discount
  • Flexible schedule

Compensation package:

  • 1099 contract
  • Bonus opportunities
  • Profit sharing

Weekly schedule:

  • Choose your own hours

Work setting:

  • Remote

Work Location: Remote

Refer code: 7913039. Financial Planner - 5.0 - The previous day - 2024-01-26 11:43

Financial Planner - 5.0

Remote

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