Financial Service Consultant

Job Description

Job Description

We are expanding and looking for

People-focused professionals who want to build a long-term career in financial services. This role is ideal for individuals with a background in customer service, sales, coaching, or leadership who are ready to grow into a financial professional through a structured training and mentorship program.

You will be trained to help families and individuals with important financial decisions such as protection planning, retirement strategies, and long-term financial goals. No prior experience in financial services is required; We provide training, support, and a clear development path.

There is strong growth potential for individuals who are self-motivated, coachable, and willing to put in consistent effort.

What We Offer

• Structured training and mentorship program

• Ongoing coaching and professional development

• Flexible schedule (minimum of 15 hours a week)

• Clear advancement and leadership path

• Supportive team culture focused on growth and results

The 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 for leadership advancement.

Compensation:

$60,000 - $95,000 yearly

Responsibilities:

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications:

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

• Experience in financial planning or a related field is a plus but not required.

• Ability to analyze and interpret financial data to create personalized financial plans.

• Proven track record of building and maintaining strong client relationships.

• Strong communication skills to effectively convey complex financial concepts to clients.

• Ability to work independently in a remote setting while being a proactive team player.

• Interest in continuous learning and professional development within the financial industry.

About Company

At Monarch Legacy Partners , our mission is simple: No Family Left Behind.

We are a financial services organization dedicated to helping individuals, families, and business owners make informed decisions about their financial futures. Through education and access to a broad range of financial strategies, we help clients address life insurance, retirement planning, wealth accumulation, wealth preservation, and financial protection.

We believe quality financial education should be accessible to everyday families, not just high-net-worth households.

We are equally committed to developing people. Our team provides training, mentorship, leadership development, and a supportive environment for individuals looking to build valuable skills and a career in financial services.

We are seeking motivated, professional, coachable individuals who are willing to learn, grow, and genuinely want to make a difference in the lives of others.