Entry-Level Financial Professional | Training Provided

Overview

This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start on a limited, part-time basis, with the potential for immediate leadership advancement.

Services utilized may include:

• Wealth Management
• Retirement Planning
• Financial Planning
• Business Planning
• Corporate Group Plans

Responsibilities

• Analyze personal financial data to provide insights and recommendations for clients’ financial planning needs.
• Develop and implement personalized investment strategies based on clients’ goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay up to date on financial regulations and market trends to provide informed advice.

Requirements

• Must be Age 18 or over.
• Background check required — No criminal history whatsoever.
• Willing to obtain a state license if you do not have one yet.

Preferred Qualifications

• Entrepreneurial ambitions.
• Integrity, ethical conduct, 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.
• Enjoys working in a fast-paced, highly productive, value-driven environment.

Compensation & Benefits

Financial consultants are paid in various ways, depending on the licenses obtained:

• Residuals
• Renewals
• Commissions
• Assets Under Management (AUM)
• Monthly–quarterly bonuses

What’s provided:

• A competitive training program to help you get started
• Mentorship and professional development training throughout your entire career
• Support for diversity, teamwork, work/life balance, recognition, and rewards
• Opportunity to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, and wealth management resources

Location

Not specified.