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 Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...SuggestedFull timePart timeWork at office
- ...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...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
- ...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
$60k - $90k
A leading financial services organization is looking for an Internal Advisor Consultant in Charlotte, North Carolina. This role involves building strategic partnerships with financial advisors, maintaining client relationships, and driving sales in a defined territory....Suggested- ...transformations, you'll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...to work. As a Workday Financials Accounting Center/Prism Consultant your primary responsibilities may include: Manage teams in...Work experience placementLive inWork at officeLocal area
$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Our vision for the future is based on the idea...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$43.13 - $51.13 per hour
...Genesis10 is currently seeking a Financial Crimes Consultant for a contract position with a Global Financial Institution located in Charlotte, NC. This is a 12+ month contract opportunity. In this role, you will consult on or participate in moderately complex initiatives...Hourly payPermanent employmentContract workWork experience placement$47k - $66.7k
...world-class asset management.But we[ʼ]re not just another legacy financial services firm. We[ʼ]re fighting harder than ever before for... ...hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions.This is a Financial...Hourly payWork experience placementWork at office- A financial services firm is seeking motivated individuals to join their remote team. You will receive extensive training and mentorship to establish your career in finance. Responsibilities include developing a business plan, acquiring necessary licenses, and attending...Full timePart timeRemote work
- ...Senior Financial Consultant | Finance ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management...Full timeContract workWork at officeRemote workFlexible hours
$80.5k - $159.3k
...Cybersecurity Senior Consultant At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture...$70.35k - $196k
...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track... ...Financials Partner Certification. Minimum of 2 years of consulting experience, most recently in a Consultant, or similar level...Work experience placementLive inWork at officeLocal area- CALL LEWIS ASAP (***) ***-**** Customer Service Specialist (Complaint Resolution) MUST HAVE THE FOLLOWING: • All candidates MUST have active FINRA Series 7 License (or has been active within last 2 year window) I need clear dates on their last day worked in most...Permanent employmentImmediate startRemote work
- ...Financial Consultant Momentus provides industry-leading event and venue management software to customers in over 50 countries around the world, serving thousands of customers that power millions of events. In the age of digital transformation, our comprehensive platform...
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Charlotte area to work plan sponsor...
- ...Huntersville Road. Charlotte, North Carolina. 28216. Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is...Work at office
- ...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...
- ...Financial Solutions Advisor - Charlotte, NC Charlotte, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius, North Carolina; Kannapolis, North Carolina; Statesville, North Carolina To proceed with your application, you must be at least 18 years...Temporary workWork at officeMonday to FridayShift workDay shift
- ...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
- ...Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With...Work at officeRemote workRelocationMonday to Friday
- ...: Build and grow your own client practice with no ceiling Develop strategic relationships and drive new business Deliver financial planning and advice with a business-owner mindset Create your own path toward lead advisor, team leader, or enterprise builder...
- ...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeShift workDay shift
- ...-thinking platform to support providers and deliver exceptional patient care. Job Objective: We are seeking a detail-oriented Financial Counselor with at least one year of experience in healthcare billing or financial counseling. The ideal candidate demonstrates strong...Daily paidPrivate practiceWork at officeMonday to Friday
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. 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...
- Accenture in Charlotte, North Carolina, seeks a consultant to join their Workday Financials team. You will identify business requirements, support clients in delivering HR and financial management solutions, and advise on industry standards. The role requires a minimum...
- A leading IT consulting firm is seeking an experienced Oracle EBS R12 Financials Consultant with over 10 years of experience. The ideal candidate will have a strong background in Oracle Financials, including GL, AP, AR, and FA, along with expertise in conversions and enhancements...Local area
- ...Technologies Inc. ( is a market leader and one of the fastest growing IT consulting firms with operations in US, Canada, Mexico & India. SAT is an... ...Certified enterprise. Job Description Title: Oracle EBS R12 Financials Consultant Rate: DOE Job Summary 10+ years of experience is...Local area
- ...Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations...Work at officeVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- senior wealth advisor Charlotte, NC
- finance associate Charlotte, NC
- financial advisor Charlotte, NC
- private wealth advisor Charlotte, NC
- estate planning consultant Charlotte, NC
- financial planning assistant Charlotte, NC
- associate corporate finance Charlotte, NC
- senior financial advisor Charlotte, NC
- international financial advisor Charlotte, NC
- entry level financial advisor Charlotte, NC


