Unknown Company

Financial Services Consultant

Remote • Posted 5 days ago
Onsite Part Time Consulting

We 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:

  • 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
  • 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.

Whats 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
  • 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)

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