Financial Planning Consultant *Remote*

Direct message the job poster from AK Consulting Pro

Licensed Financial Representative - Specializes in Life Insurance, Retirement Planning, Long Term Care, Head Start Plans, Annuities, Rollovers

Overview :

Across the country, families and individuals require assistance in creating plans for their immediate and long-term financial objectives. You have the chance to create a fulfilling business as a Registered Representative to contribute to this expanding demand while earning the money and maintaining the work-life balance you are entitled to.

Role Description:

This is a Part-time remote role for a Financial Planning Consultant. The Financial Planning Consultant will be responsible for financial planning, forecasting, financial modeling, and utilizing analytical skills to provide insights and recommendations.

ARE YOU:

• Ethical, intentional, accountable, confident, and driven to invest in your future?
• Teachable and open to learning business and financial principles to expand your own personal and professional Financial IQ?
• Interested in becoming licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?

COMPENSATION METHODS in Financial Services, offering more flexibility compared to traditional roles:

• Commission-based income with potential for significant earnings based on client engagement
• Residual income from ongoing client relationships
• Potential for passive income from a clientele group
• Bonuses, opportunities for paid travel, and additional benefits

BASE QUALIFICATIONS:

• Must be a legal U.S. Resident, Citizen, or possess a Work Permit with SSN
• Capable of passing a background screening
• Able to complete licensing requirements in a timely manner
• Accountable with a high level of integrity, which is critical in this regulated industry
• Financial Planning, Finance, and Financial Modeling skills (strongly preferred)
• Analytical Skills
• Experience with financial software and tools (preferred)
• Professional certifications is a plus

WORK ENVIRONMENT:

• Positive and supportive team culture focusing on personal growth and client success.
• Training includes financial concepts, leadership, business skills, marketing, and more.
• Flexible work hours to accommodate Part-Time or Full-Time schedules.
• This is a commission-based position and does not require prior certification, experience, or education.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services, Business Consulting and Services, and Individual and Family Services

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