Entry-Level Financial Professional | Training Provided

Overview

This role supports clients with comprehensive financial planning and consulting. The work includes analyzing personal financial data, developing investment strategies aligned with client goals and risk tolerance, and assisting with estate planning needs such as wills and trusts.

Consultants typically begin on a limited, part-time basis, with potential for immediate leadership advancement.

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 and ethical conduct
• 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, including:

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

Provided support and development includes:

• Competitive training program to help get started
• Mentorship and professional development training throughout your career
• Leadership and specialized role opportunities

Location

Not specified