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Entry-Level Financial Planner

LinkedIn

Description

We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.

We take an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to sources, financial professionals are currently ranked as the #1 expanding career.

We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or organizations, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.

Whether you're looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you.

Must live in the United States and have a valid Social Security number to be considered.

Responsibilities

$4a

Qualifications

Preferred Qualities

We are looking for individuals who have the following qualities and mindset:
• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Minimum 18 years of age
Legal U.S. Resident, Citizen
• A soft background check is required
• Able to complete licensing requirements within 30 days
An enterprising spirit is key
Upside Earning potential with $2,000 to $22,000 per client, or more
Vacancy posted 21 hours ago
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