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 with potential immediate leadership advancement.
We utilize many aspects 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:
Entrepreneurial ambition
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
Self-motivated
Enjoys working in a fast-paced, highly productive, value-driven environment
Teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
Open and have desire to become licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?
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.
What is provided?
A Worldclass 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
Benefits
Solely Performance-Based (income tax benefits) 1099
Our financial consultants are paid in various different ways depending on licenses obtained (Residuals, Renewals,
Commissions, Assets Under Management, Monthly - quarterly
bonuses)
Residual income (paid from work done last year, every year)
Bonuses, paid world travel, and more
CAN BE DONE REMOTELY (100%)