Licensed Financial Consultant
Job OverviewWe are an independent wealth management and financial consulting firm. We have a ton of A-rated companies on our platforms. We work with a wide range of clientele, from very high net worth clients to every day Americans. We specialize in insurance-based investment products and helping our clients grow their money risk-free and tax-free. Because this is an uncapped commission-based position, new business partners generally start out part-time before transitioning to full-time, although they do have the option of doing either.This role also offers unlimited, merit-based career advancement with the resources to do so in a very fast manner. We utilize every aspect of the financial industry:• Wealth Management• Retirement Planning• Tax Deductions• College Funding• Wealth Preservation (Insurance)• Business Planning/Business Owner Solutions• Corporate Group Plans• Estate Planning• And more... 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, ensuring compliance with relevant laws. • Maintain strong customer relationships through effective communication and exceptional service. • Stay updated on financial regulations and market trends to provide informed advice. Qualities we're looking for:• Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship• Incredibly strong integrity and moral compass• Passion for making a difference, helping people, and enhancing people's futures• Someone who is self-motivated, coachable, accountable, and a team player.• Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize• Enjoys working in a fast-paced, highly productive, value-driven environmentRequirements - (PLEASE READ)• Must be 18+• BS/BA preferred• Driver's License• Background check required - No criminal history whatsoever• Willing to obtain a state life and health license, if you do not have one yet. • 2-3 years of customer service/client interaction preferredSchedule:• You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent.• This position can also be done 100% REMOTELY. Whats provided:• Competitive and collective training program to help you establish a solid foundation and get you started here• Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day• The most advanced FinTech software in the industry• The opportunity to pursue leadership and specialized roles from day 1• Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth managementJob Types: Full-time, Part-timeBenefits:• Flexible schedule• Life insurance• Retirement plan• Financial services/planningWork Location: RemoteJob Types: Full-time, Part-timePay: $79,134.06 - $95,301.23 per yearBenefits:• Flexible schedule• Life insurance• Retirement planExperience:• leadership, sales, or financial services: 1 year (Preferred)License/Certification:• life and health insurance license (Preferred)Work Location:Remote Apply tot his job