FINANCIAL CONSULTANT

Financial Consultant – Real Estate Professionals

New York, NY| Remote & Hybrid Flexibility | Training Provided

Build Additional Income Beyond Real Estate

We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging their relationship building skills to create additional income and long term career growth within financial services.

Whether you are a licensed Realtor®, broker, team leader, or real estate professional looking to diversify your income, this opportunity offers flexibility, professional development, and unlimited growth potential.

About the Role

As a Financial Consultant, you will work with individuals, families, and business owners to help them develop strategies focused on:

• Income Protection
• Retirement Planning
• Wealth Building
• Debt Reduction
• Legacy and Estate Planning

You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals.

Why Real Estate Professionals Thrive Here

• Flexible remote and hybrid work options
• Additional income stream beyond real estate commissions
• Performance-based compensation with uncapped earning potential
• Leadership and business ownership opportunities
• Comprehensive training and mentorship
• Ability to leverage your existing networking and relationship skills
• Professional growth within a rapidly expanding industry

Responsibilities

• Meet with clients to assess financial needs and goals
• Educate clients on financial protection and planning strategies
• Develop customized financial solutions
• Build and maintain professional relationships
• Participate in training and leadership development programs
• Maintain compliance and professional standards

Compensation

• 1099 Independent Contractor
• Commission-based compensation
• Performance bonuses and incentives available
• Part-time and full-time opportunities available

Qualifications

• Real estate experience preferred but not required
• Strong communication and interpersonal skills
• Professional and self-motivated
• Coachable and growth-oriented
• Must be authorized to work in the United States
• Must be willing to obtain a Life & Health Insurance License within 14 days

No prior financial services experience required. Training and mentorship provided.