Address
Form of work
SalaryWe are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.
We utilize every aspect of the financial industry:
Wealth Management
Retirement Planning
Tax Deductions
College Funding
Wealth Preservation (Insurance)
Business Planning
Corporate Group Plans
And more...
Qualities we're looking for:
Entrepreneurial ambitions
Integrity, ethical and a strong sense of morality.
Passion for making a difference and helping people.
Self-motivated, accountable, and a team player.
Ability to receive coaching and feedback.
Strong interpersonal skills
Self-motivated
Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
Must be over the age of 18
Some college; BS/BA preferred
Driver's License
Background check required - No criminal history whatsoever
Willing to obtain a state license if you do not have one yet.
2-3 years of customer service/client interaction recommended (not required)
Schedule:
You create your own beside weekly trainings.
What's provided:
A Competitive training program to help you get started
Mentorship and professional development training throughout your entire career
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
The opportunity to pursue leadership and specialized roles
Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Benefits
Solely Performance-Based (income tax benefits)
Our Financial Consultants are paid in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
CAN BE DONE REMOTELY
Job Types: Full-time, Part-time
Pay: $65,000.00 - $80,000.00 per year
Weekly schedule:
- Monday to Friday
Work setting:
- Remote
Work Location: Remote
