Financial Planning Consultant

We are seeking a Financial Professional, Financial Consultant Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America, our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

You DO NOT need to quit your EXISTING CAREER.

NO experience is necessary for the right candidate. FULL world-class training is provided. The most qualified candidates are those who are bright, hungry, articulate, and will work diligently to deserve a 6-figure stable income. Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!

Our Company Offers:

• Full, In-depth Training Program
• Flexible schedule
• Part-Time and Full-Time Positions Available
• Exciting Work Environment
• Unlimited Growth Potential
• Work From Home

Key Responsibilities:

• Study, learn, and execute with on-the-job training
• Shadow client meetings, plan designs and presentations
• Analyze client financials to determine their needs and risk tolerance
• Review available options for clients
• Recommend which areas or services fit the client's need
• Participate in marketing and expansion strategies

Qualifications:

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Soft background check required
• NO criminal history/record
• A working laptop and internet
• Able to complete licensing requirements within 30 days
• Accountable with high integrity

Preferred Qualities:

We are looking for individuals that have the following qualities and mindset:

• Honesty and integrity are characteristics you live by.
• You value and believe in our mission and cause.
• You have an entrepreneurial spirit.
• You are constantly looking for personal growth.
• You are a leader or want to learn to lead.
• You are a self-starter and goal-oriented
• You can work independently and work well as a team player

Income Model:

• Commission income with no ceiling- ranging $2,500- $20,000 per client or more!!!
• Residual income per annual client contract anniversary
• Equity asset and full business ownership
• Bonuses
• World travel

We are a non-captive broker dealer, meaning we're partnered with some of the top Fortune 500 companies in our industry, including Nationwide, Fidelity, Prudential, Symetra, and more. Whether you're looking to make an extra few thousand dollars a month part-time, weaving us into your life with our flexibility of schedule, or are looking to make a full-time career move, I believe our positions available may be a great fit for what you're looking for! Due to our in depth training program, no experience is necessary -- really what we're looking for is someone with great communication skills, customer service skills, and an eagerness to learn.