Financial Consultant
Dream Capital Financial
Charlotte, North Carolina, United States The Opportunity This businessopportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quickleadership advancement andgrow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. We are looking for someone who wants: Remote Work from Home To Work With People Ownership of a Business Control of Their Time Commission, Residual, and Passive Income A Career in the Financial Sector Mentorship and Personal Development Our Services We offer a wide range of financial services, including: Personal Finance Retirement Solutions Long Term Care Small Business ProtectionPlans 401K and IRA Rollovers Life Insurance Planning College Planning And more. First 30 Days &Training Program You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transitionfrom a W2 intoowning their own business on our platformover time. Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule. In your first 30 days, you will complete ourtraining program whichincludes: Acquiring Your Life and Health License Attending Virtual Trainings and Completing Field Trainings Marketing and Growing the Foundation to Your Business Developing Lead Systems and Creating a Business Plans Identifying First Clients and Business Partners You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. Virtual Live Weekly Training Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business. Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month. Who Are We Looking For? Someone With.. Legality, Ethics, and Morality Interest inFinance, Money,&Investments Leadership Skills /Wanting Growth Great People Skills and Public Speaking Customer Service (Client Relations) Requirements USA Citizen with Valid Social Security Number At Least 18 Years of Age High Level of Integrity and Moral Compass ****Able to Complete Licensing in 30 Days**** #J-18808-Ljbffr
- ...Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...Suggested
$89k - $122k
...Sales Advisor, where you'll empower clients to achieve their financial dreams. Your expertise will be crucial in crafting strategies... ..., personal financial advisor, financial analyst, or financial consultant is essential Program proficiency including MS Office, Google Suite...Suggested- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
- ...Financial Consultant Opportunity We're excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps toward their financial futures. In this role, you'll serve as a trusted partner to your book of business...Suggested
- ...current state, and define future state solutions. Lead client workshops to educate stakeholders and guide them through Workday Financials functionalities. Conduct working sessions with clients to gather, analyze, and document business requirements. Serve as the primary...SuggestedContract work
$97k - $192k
...Referral program Salary & Compensation Starting income ranging from $97K to $192K+, commensurate with experience and outcomes. Role As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the...Work at officeLocal areaWork from homeFlexible hours- ...services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and...Work at office
- ...Description Carolina Neurosurgery and Spine Associates is seeking a Full-Time Financial Counselor for our Charlotte office. About Us Carolina NeuroSurgery & Spine Associates (CNSA), established in 1940, is one of the largest and most highly respected neurosurgical private...Daily paidFull timePrivate practiceWork at officeMonday to Friday
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847... ...in to set job alerts for “Financial Advisor” roles. Financial Consultant - Financial Focus & Flexible Business Model Charlotte, NC $15,...Full timeRemote workWork from homeFlexible hours
- ...Responsibilities To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of...Local area
- ...Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifying sales...
- ...community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose,...Contract workFor contractorsWork at office
$75k
...firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate... ...understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and financial products...Work at office$75k - $95k
...Financial Planner Position Overview Seeking a motivated Financial Planner to join a collaborative, growth-focused team. This full-time, hybrid role offers structured mentorship, hands-on client experience, and a defined path for career advancement. The ideal candidate...Full timeRelocation- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius, North Carolina; Kannapolis, North Carolina; Charlotte, North Carolina; Statesville, North Carolina To proceed with your application...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale... ...partners to deliver effective solutions. Personalized Consultations: Conduct consultations to assess clients' financial...
- ...individuals with an entrepreneurial spirit, a commitment to delivering excellent customer service, and a sincere passion for the financial services industry. You should enjoy being part of a results oriented, energetic team that is dedicated to building long‑term relationships...
$75k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...Work at office$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mays Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- ...staffing agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a Financial Counselor who will serve as a liaison between the clinical team, business operations, and patients. The primary responsibilities...Temporary workLocal area
$77k - $202k
...Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b- Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
$140k
Financial Advisor - Northwestern Mutual CharlotteBuild a Business. Make an Impact. Create Your Future. At Northwestern Mutual, a career as a Financial Advisor offers more than a traditional job. It is an opportunity to build your own business, create lasting relationships...Work at office- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...
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